Smart Diversification
Crestone has a longstanding expertise in designing and managing global multi-asset class portfolios, in both traditional and alternative asset classes; providing a broad array of diversified building blocks with which we engineer risk controlled client portfolios.
Based on a conviction that traditional “buy and hold” investment models do not optimize returns, the Crestone strategy centers around tactical, valuation-informed re-weighting and re-balancing of investments to reduce risk and increase return.
The Crestone Investment Consulting team takes 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.
We do, however, maintain a bias toward equities in the belief that, over the long term, owners earn more than loaners. Our experience has shown that asset values are reasonably estimable by the skilled analyst. While it’s true that asset prices can deviate from asset values for long periods of time, these value and price discrepancies create both risk and opportunity for the skilled investment manager.
Above all, we believe that superior investment managers do indeed exist, and we can, and do, find them through our extensive due diligence.