For Qualified Investors having $5,000,000.00 or more of investable assets, Centerpoint Advisors maintains a third party distribution agreement with Cross Shore Capital Management, LLC (“Cross Shore”). Cross Shore, founded in 2003, manages funds of hedge funds and provides access to a portfolio of premier hedge funds. Cross Shore’s portfolio includes long-short managers that seek to achieve absolute returns using the following strategies:
Clients of Centerpoint Advisors benefit from this relationship in a number of ways.
The minimum investment in Cross Shore Capital is $500,000.00
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Investment Advisory Services offered through Centerpoint Advisors, LLC. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company.
Centerpoint Advisors’ relationship with Cross Shore Capital Management is a managed relationship offered through Detwiler Fenton & Co.
Information provided is not intended as tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Diversification does not guarantee against loss. It is a method used to help manage investment risk.