TOWERCREST CAPITAL ADVANTAGE

How we differentiate:

Independence
Our private ownership structure isolates us from the risk associated with the institutionalization that is common in our industry. This platform allows us to be objective and free from conflicts. We are completely independent from any outside influence which allows us to always provide unbiased advice.

Experience
The managing member has 30+ years of industry experience. The managing member holds an advanced degree, CFA charter, and a CPA license.

Disciplined Investment Process
We employ a disciplined investment process and emphasize risk management and diversification through tactical asset allocation.

Co-Investment
The managing member at Towercrest Capital invests his money alongside clients. This co-investment signifies conviction, alignment, and commitment.

Safeguarding of Assets
Client assets are held with Fidelity and Charles Schwab, which are two of the largest providers of custody services in the U.S. Clients have daily access to their account through the custodian's website and receive monthly statements from the custodians.

Fiduciary Duty
As a Registered Investment Advisor we must follow the “trust” standard – the highest known in the law – which requires us to place the interests of our clients ahead of our own.