Copyright ©2013 CrossCurrent WealthManagement, LLC. All rights reserved.
CrossCurrent Overview:
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CrossCurrent WealthManagement, LLC is a Registered Investment Advisor. We manage portfolios of individual securities and other investments for clients, with assets held in custody at Interactive Brokers. Investments can be held in virtually any type of account needed by clients, including personal, trust, joint, retirement (IRA, SEP, Simple, etc.), corporation, and foundation.
Our goal is to own what is going up in value when it is going up, and we will purchase (both for our clients and our own accounts), whatever investment we believe is most prudent to hold, regardless of popular philosophies.
Roy W. Stephens, Jr. Profile:
Mr. Stephens serves as the Investment Manager and Certified Financial Planner. Mr. Stephens previously worked at Goldman Sachs, Merrill Lynch, and another Registered Investment Advisor firm. He has served on the boards of directors of a chapter of the American Red Cross and at the Foundation for Student Communication, Inc., publisher of the largest student-run publication in the country. He is a graduate of Princeton University.
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