Cross Financial Strategies, LLC

Overview

Cross Financial Strategies, LLC is a small, independent registered investment adviser serving individual and family clients. The firm emphasizes financial planning and portfolio management for individuals and small businesses, and also provides pension consulting services and educational seminars. Investment implementation is heavily weighted toward pooled public vehicles—primarily mutual funds—which account for the majority of client assets. Cross Financial Strategies charges fees on a percentage-of-AUM basis as well as fixed fees, and it does not position itself as an active ESG investor. Manager allocation activity is conservative and centralized: the firm favors professionally managed mutual funds and public funds for core exposures, and supplements portfolios with real estate-related alternatives, including REITs. That mix suggests a focus on diversified, readily tradable instruments rather than concentrated individual-stock bets, with outside fund managers used for real estate allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices