Transparency & Security
Crestone clients know what they are invested in at all times.
We provide 24/7 access to client holdings including detailed Crestone reports on each investment and direct access to the most recent underlying investment manager letters and reports.
We welcome and encourage our clients to look through all of our due diligence files, join us on investment manager due diligence trips, and contact our investment manager’s auditors, administrators, legal and tax counsel. We provide complete transparency in our operational procedures.
We clearly disclose and report performance after all fees.
Crestone has designed its leading investment and reporting platform to be completely custody agnostic and client assets can reside at multiple custodians at our client’s discretion. Our client’s capital is deposited at fully visible and accessible third party independent clearing and custodian firms.
Crestone is dedicated to providing complete transparency and the highest levels of security.