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FINANCIAL PROFESSIONALS
Clients Value Your Expertise
Crowbourne helps you stay focused on your core business by providing access to investment management teams who have long served the ultra-wealthy.
THE NEED TO SPECIALIZE
The industry is evolving quickly and has left financial professionals searching for a better approach. What worked 5, 10, or 20 years ago won’t work going forward. You’re very good at what you do: be it insurance, financial planning, or building client relationships. It's time you focus on your strengths.
TIME, YOUR GREATEST COMMODITY
Most financial professionals feel a need to offer financial planning, insurance and investment solutions. They must stay on top of trends while also effectively meeting the needs of clients. Stop running in every direction. We empower you to work on your business, instead of always having to work in it.
A BETTER APPROACH
Portfolio Management provides strategies that offer greater diversification, a more adaptive investment approach, and ways to meet the changing lifestyle needs of your clients. Crowbourne enables you to deliver your clients access to consistent, robust investment strategies, helping you build on the trust you’ve worked so hard to earn.
YOUR TURN-KEY SOLUTION
Through Crowbourne, our suite of portfolio management firms act as an extension of your office, handling your investment and administrative needs — trading, research, due diligence, reporting, and billing. We provide additional support with marketing materials, digital marketing initiatives and events.
UPSCALE YOUR INVESTMENT OFFERING
Knowing that the majority of your clients’ investable assets are under the stewardship of professional money managers, you are enabled to focus on deepening client relationships, and adding value by further understanding some of their other needs such as tax, insurance, and legacy planning.
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