Communication & Reporting
Clients deserve to know what investments they own and how those investments are performing at all times. Crestone has a proprietary online reporting system that provides real time continuous access to everything from underlying manager investment letters, to daily reports specific to each client’s portfolio in terms of holdings, money movement, and performance.
Regular Communications Include:
- Individual quarterly meetings
- Monthly conference calls open to all clients on current market events
- Spring conference dedicated to family governance, philanthropy, and life after creating wealth
- Fall investment conference covering big picture investment themes and discussions with select leading investment managers
Our CFO quality reporting is customized for each client and extends beyond what Crestone manages and allows clients to track their entire balance sheet including all assets and liabilities.