About Us

Putting clients' interests first, striving to provide transparent, trustworthy, and professional services

Crestwood Asset Management (CIM) provides you with a framework to help you simplify the complexity of your wealth and invest with purpose.

As an independent registered investment firm, we adhere to the "fiduciary standard," which means your goals are our top priority and responsibility. As your advisor, we follow a rigorous team planning process to ensure you receive the best possible approach from us. We strive to understand your unique circumstances, goals, and values, and develop strategies designed to protect, preserve, and grow your wealth.

We provide tailored advice. We don't sell products or charge commissions for profit. Our interests are aligned; fees are based on a percentage of assets under management. We understand the importance of fiduciary responsibility, integrity, and comprehensive wealth management, so we can not only help you achieve your personal goals but also build a lasting partnership.

Who We Help

Busy Professionals

You understand the basics of personal finance, but you lack the time to dedicate yourself to it. Even if you do have the time, other priorities compete for it.

Just as your professional services require your expertise, you also need expert help.

We are eager to help you understand your wealth and plan for your future.

Next Steppers

After you spent so many years following society’s script; working hard, raising a family and tending to needs of others, it’s now time to reflect upon your life’s journey. What’s next?

If you are thinking about your next step and what truly matters to you, then let’s discuss how we can help you get there!

Female Leaders

Running a company or your household, you helped create your family wealth and you care about how it is handled. Thoughtful wealth management is a priority for you.

Whether single, married, widowed, or divorced we have a team of female advisors eager to speak with you.

Crestwood Asset Management (CIM) launched the “Women & Wealth” initiative. It helps address challenges our team, clients and community face.

Entrepreneurs / Business Owners

Small business ownership is more than a full time job. You want to work with a team that understands what it means to build a company from nothing.

Your talented team of advisors often includes firm owners. We understand your efforts and we are uniquely familiar with the challenges you face.

Up & Comers

Are you going out into the world and making your mark?

Is your career taking off, are you getting married or starting a family?

Talk to one of our advisors and they will help you navigate through this dynamic period in your life.

How We Help

As Unique as You

We listen before we speak and understand before we advise. At Crestwood Asset Management (CIM), every relationship begins with conversation. We want to know who and what is important to you. We want to hear and learn from both partners. We are interested in learning about your life goals, risk tolerance, investment objectives, and financial obligations. Only then, in collaboration with you, will our team make recommendations to help achieve your goals, but it doesn’t end there.

As an advisory firm committed to your success, we are well informed of the latest market, economic, social and political developments that might impact you. We enjoy challenging perceived ideas and searching for new ways to improve.

We’re determined to stay ahead of the curve… we’re willing to adapt, to learn and to evolve.

Working for You

Evolving

Change is part of life. This is why we challenge ourselves to stay current on the latest market, economic, social and political issues. We are continuously learning and we never stop striving to exceed your expectations.

Results

We evaluate all aspects of your circumstances in order to make tailored recommendations that will enable you to achieve the outcomes best suited for you.

Empathy

From our listening, we gain a better understanding of your dreams, ambitions, and concerns. A deep understanding of your goals is what drives us and allows us to better serve your needs.

Communication

We pride ourselves on being careful listeners. When we listen more and speak less, we learn more about you.

Built for You

As a client of Crestwood Asset Management (CIM), you will collaborate with our highly trained team of trusted advisors who have access to a full range of financial solutions.

Our ability to serve you holistically ensures your assets are optimized to deliver returns that best support your individual goals. Coupled with our best-in-class technology and reporting platform, you can be assured of complete transparency and no surprises. And, as we have a fiduciary responsibility to do what is best for you, you can be certain our recommendations and actions will always put your interests first.

We offer a broad range of tailored solutions that strive to balance investment results, expenses and tax-efficiencies – all with the highest levels of personalized service:

Planning

We take the time to understand your current circumstances, help define your goals and values, and then develop a custom savings & investing strategy. We meet you wherever you are in life and provide guidance, tools and solutions to help you succeed.

Investment Philosophy & Portfolio Construction

Long-term investment success requires a global approach to asset allocation that aligns with our clients' financial goals, comfort with risk, and values.

A global perspective and our proprietary research allows us to evaluate market and economic conditions and seek opportunities across regions, sectors, industries and companies.
Our dedicated research team and portfolio managers work closely to ensure our active investment process is disciplined, transparent and repeatable.
Portfolios are thoughtfully constructed and may include individual stocks & bonds as well as diversified vehicles like exchange traded funds (ETFs) & mutual funds.

Estate, Gift & Trust Planning

Planning for your eventual “last breath” is not always enjoyable but is important. We provide support to help ensure you have a plan in place for you and your family when that time comes.

Philanthropic Advisory

Our clients want to make an impact on the world, but charitable giving can be complex – we make it easy. We’ll help you identify specific goals for giving, and align your values and passions with a tailored, tax-efficient action plan.

Emerging Wealth

You thought life would be easy once you were financially independent. Now that your career is launched and you’re beginning to save, you may have more questions than answers. You have a unique and tremendous opportunity, TIME, and we will work with you to see this potential realized.

Our Mission

We believe the true value of capital lies not only in liquidity, but also in forward-looking insights into trends and the precise selection of high-quality assets.

Connecting Research and Markets

Supporting high-quality European local enterprises, especially in IPOs and restructuring of market valuation systems in sectors such as smart manufacturing, green energy, and digital healthcare.

Building a Cross-Border Capital Corridor

Using equities and ETF funds as a bridge, promoting the mutual flow of funds and industries between China and Europe, and realizing the value release of regional synergies.

Advocating Long-Term Investment

Focusing on fundamental logic and industry cycles, achieving steady growth with controllable risks through index optimization, thematic ETFs, and selected stock allocations.

Enhancing Social Responsibility and Transparency

Adhering to the concept of sustainable investment, considering both financial returns and long-term impact indicators such as environment, society, and corporate governance (ESG).