Cross Shore Capital Management
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:
- Value
- Growth
- Opportunistic
- Event Driven
Clients of Centerpoint Advisors benefit from this relationship in a number of ways.
- Immediate diversification among 15 – 20 successful managers
- Access to hedge funds that are either closed to new monies or require several million dollars as a minimum investment
- Cross Shore’s expertise in evaluating, selecting and monitoring sub advisors, as well as allocating funds to managers according to their internal risk management parameters and correlation of holdings in the underlying portfolios
The minimum investment in Cross Shore Capital is $500,000.00
Intelligent Index, Portfolio Management, Financial planning, Educational planning, Retirement planning, Goal planning, Independent wealth advisors, Female wealth management professionals, Independent wealth management, Fixed income yields, Bond yields, Independent female financial advisors, Full service fixed income advisors
© 2006–2012 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance
Securities offered through National Securities Corporation, Member FINRA/SIPC. Investment Advisory Services offered through Centerpoint Advisors, LLC. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company. National Securities Corporation and Centerpoint Advisors, LLC are not affiliated.
Centerpoint Advisors’ relationship with Cross Shore Capital Management is a managed relationship offered through National Securities Corporation.
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.