Through a careful evaluation and due diligence process that screens a broad array of global investment opportunities, Cruz Capital Management LP manages portfolios for institutional & private clients with an investment objective centered on achieving long-term capital appreciation while limiting liquidity and volatility risk. We believe in partnering with you and getting to know you so we can work together on your terms.
IDENTIFYING YOUR GOALS
Our investment process begins with an analysis of your needs and goals. A profile is developed that highlights your investment objectives as the foundation for a long-range investment strategy. We provide access to insights from our experts and advice that is understandable, transparent, relevant, and actionable.
We will assist you in weighting of various asset categories as well as diversification of holdings to reduce risk and increase the security of your portfolio based on your risk profile. Ones established, we will work together with you to define a tailored investment plan.
We concentrate on actively managing and trading client portfolios through a wide range of asset classes, investment styles and strategies, sectors, geographic regions and other investment companies or vehicles in order to achieve the investment objectives. Your portfolio will be monitored on an ongoing basis to ensure that it remains on track to achieve the investment goals and objectives.
Responsible Investing and Impact Investing fundamentally changed the way of thinking in the investment industry.
We believe responsible investing helps to pinpoint risk, and may improve returns over the longer term.
For us, responsible investing is about making sure we take environmental, social and governance factors into account.
We Welcome Them
First, let's verify if we know you already;
GLOBAL ASSET MANAGEMENT
In an era of unprecedented consolidation within the financial services industry, many of the great names in private banking and investment counseling have either vanished or sacrificed their independence to become global consolidators.
Cruz Capital is home to a dynamic, open business environment where sound ethics, mutual respect and deep integrity are the status quo. Free from the conflicts of interest we are better able to guide our clients to their financial goals.
Our focused approach on global operations allows us to keep a close eye on each and every portfolio we manage and combines the expertise of our investment professionals with sophisticated risk management processes, helping us provide our institutional and private clients through our global structure with products and specialized services that meet their needs.
This means building strong relationships of trust, providing superior client services and delivering consistent and sustainable out-performance.
Stalin Alfredo Cruz
CEO & Founder
Minimizing Threats And Maximizing Potential
GLOBAL OPERATING MODEL
Time zone: Washington, DC, USA (GMT-5)
Back Online: Monday, May 2018, 2020 or sooner.
Please visit us later or contact your portfolio manager directly. For additional information please contact us at:
Latest update: Today 5:51 AM