Disciplined Process
Crestone has developed a rigorous, time-proven, cycle-tested process for creating customized Investment Policy Statements, strategically constructing portfolios, and selecting investment managers to enhance risk-adjusted returns. The process serves to provide disciplined application of risk management, at multiple levels within the portfolio.
Investment Policy
Crestone guides, assists, and advises on each clients' Investment Policy Statement—an in-depth collaboration between the client and Crestone designed to fit individual financial goals and set a discernable framework for the management of the portfolio, and measurement of its results.
Asset Allocation
Crestone recommends the optimal way to allocate capital to selected asset classes. We take an active approach to balancing investments broadly across both efficient and inefficient markets in order to provide non-correlated returns, resulting in true diversification and lower risk.
Portfolio Construction
Crestone provides investment manager search, due diligence, selection, and monitoring in accordance with Investment Policy Statement guidelines.
Tactical, Valuation-Informed Rebalancing
Crestone systematically rebalances portfolios within a pre-defined tactical allocation framework, dynamically adjusting portfolio exposures based on risk and reward attractiveness.