In a world where financial advisors are constantly seeking innovative solutions to diversify their clients’ portfolios, Crystal Capital Partners shines brightly as a beacon of growth and success. The year 2023 was a prosperous one for this leading turn-key alternative investment platform, as revealed by its latest platform data. With an impressive 18.62% increase in total assets under management, Crystal experienced a surge in both advisory relationships and demand for customized portfolio solutions.
One key highlight of the platform’s growth was the 18% increase in assets for its hedge fund program, which now boasts a total of 37 hedge fund exposures. Additionally, the private markets program saw a substantial 20.29% increase in assets, with the onboarding of eight new private market funds.
The rise in customized portfolios, with 23 bespoke portfolios created in 2023, reflects a growing trend towards tailored investment solutions that complement traditional investments. Steven Brod, Senior Partner, CEO, and CIO of Crystal Capital Partners, emphasized the firm’s commitment to delivering innovative solutions that empower RIAs to navigate the alternative investment landscape with confidence.
As a finalist for prestigious industry awards such as the FinovateAward and ThinkAdvisor’s Luminaries, Crystal is recognized as a trusted partner in the wealth management industry. Their dedication to providing access, education, and customized solutions has cemented their reputation as a leader in the alternative investment space.
With the financial industry evolving rapidly, Crystal Capital Partners remains at the forefront, driving growth and innovation that ultimately benefits financial advisors and their clients.
