Crystal Investment Management

Overview

Crystal Investment Management is a small, independent registered investment adviser organized as a sole proprietorship and owned by an individual. The firm focuses on serving individual and family clients through financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. It is not positioned as a capital allocator or pension consultant, and it does not identify itself as an active ESG investor. The firm charges a percentage-of-AUM fee schedule and also uses performance-based fees, which suggests it may place clients into investments or funds that assess incentive fees. Crystal Investment Management is not registered as a multistate adviser and is not reported as a related adviser to another firm.

Assets & Accounts

Investments & Alternatives

Location & Offices