Optimize your practice by introducing your clients to Croft's Discretionary Portfolio Management Services. Increase and diversify revenue, build new business and reduce administrative and compliance burdens. Focus on building relationships and delivering your services while the Croft Group focuses on managing client assets.
The Croft Group is held to a Fiduciary standard of care, the highest standard of care in the industry. Portfolios are actively managed to individual risk tolerances and objectives, using option strategies to enhance cash flow, maximize returns & mitigate risk in all account types with a focus on liquidity and fee transparency.
The Croft Group is held to a Fiduciary standard of care, the highest standard of care in the industry. Portfolios are actively managed to individual risk tolerances and objectives, using option strategies to enhance cash flow, maximize returns & mitigate risk in all account types with a focus on liquidity and fee transparency.
Services
We value all our many stakeholders equally - including our clients, employees, colleagues, and the community at large - irrespective of age, gender identity, ethnic affiliation, education, livelihood, and regardless of religious, political or philosophical perspectives.
We believe that the ability to make an informed decision is of critical importance, and in the value of complete, clear, and honest communications with our stakeholders to support good decisions.We believe in the fundamental value of effective investment capital management to achieve the financial objectives and security, and to enhance the quality of life of our clients and stakeholders.
We believe that the ability to make an informed decision is of critical importance, and in the value of complete, clear, and honest communications with our stakeholders to support good decisions.We believe in the fundamental value of effective investment capital management to achieve the financial objectives and security, and to enhance the quality of life of our clients and stakeholders.
The Croft Financial Group is a Discretionary Portfolio Management and Investment Fund Management company serving investors and investment professionals through direct and referral-based relationships, customized to the objectives of each. Our investment approach combines low-cost, tax-efficient indexed investment strategies, with targeted active management, and sophisticated option strategies to maximize client returns at any risk level.
The Croft Financial Group is partnered with Responsive.ai to offer Portfolio Managers, financial service professionals and investors a complete digital experience. Traditional core values along with old fashioned support and service, enhanced by innovative and enlightened financial technology for client on-boarding, relationship management and account monitoring for investors.
At Croft Financial Group we harness the expertise and experience of in-house and third-party money managers to deliver a variety of investment solutions designed to meet different client risk tolerances and objectives on one platform. Increase your business efficiencies and limit your administrative and compliance burdens without limiting your clients access to a variety of investment solutions.
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