At Cresta Advisors our commitment to you is to deliver clear, efficient, and transparent information regarding our Investment Management Process and how it relates to your individual financial goals.
We will guide you through the process of identifying your individual financial goals, and work with you to formulate a plan to help you achieve them. This plan will be designed with information that we gather from you, including personal financial information, risk profile parameters, and investment time horizons.
Our objective is simple. We want to make sure that you understand your goals, know what it takes to achieve them, and understand what the impact of financial market cycles can have on your goal attainability.