CrossCurrent WealthManagement, LLC
Nimble Navigation in an uncertain world.
At CrossCurrent WealthManagement, LLC, we believe you and your investment funds deserve active management and focused discipline. We seek to help you maximize your earnings, while minimizing your downside potential.
We utilize the Nimble Navigation process to protect portfolios, and invest in the best companies available in the world to grow your wealth.
Lastly, we realize your investments are likely the only nest egg you will ever have. Feel free to watch our video describing our investment philosophy and methodology.
Video on Investment Process
Watch CrossCurrent founder Roy Stephens present the firm’s investment strategy
Research Links
Information on financial market research and related articles
Disclosures: The existence of this website should not be construed in any manner as a solicitation for advisory business in any states beyond the states CrossCurrent WealthManagement, LLC maintains registration or is eligible for a de minimis exemption. Information associated with this website is believed to be accurate, however, CrossCurrent makes no guarantee to this fact and has no control over the accuracy of websites found through the links within. Investments in equity, bond, commodity and other markets have risk of loss. Investment research strategy examples and past returns are for information only and are not necessarily indicative of future investor returns. Registration as an investment adviser means that a principal of the firm may have passed the FINRA series 65 examination or is a CFP certificant and that the firm registered with and is subject to the rules and regulations of the state regulatory authority or the SEC. It does not imply a government recommendation of the advisory firm.
Copyright ©2013 CrossCurrent WealthManagement, LLC. All rights reserved.
Radio Show
Recent episodes and archives for the Money and Politics radio show