Crestone Capital Advisors LLC, through its registered affiliates, has over 20 years of experience in providing specialized wealth management services to ultra-high-net-worth clients. Crestone advises on approximately $1.3 billion in client assets under management. Crestone seeks to deliver clients peace of mind in their financial lives by combining a sophisticated investment platform and a high-touch service model with exceptional security, transparency, and consolidated reporting. We have built a disciplined investment platform that has enabled our clients to receive compelling risk‐adjusted returns during up cycles and produced distinguished returns during the 2008 downturn. With nearly a 1:1 client-to-employee ratio ※ what we call our client-centric approach ※ Crestone maintains a level of personal service that we believe is rarely found in our industry.
