CROFTON CAPITAL MANAGEMENT

Crofton Capital Management is a privately-owned boutique financial services organization. Being independent allows us to offer customizable solutions to our clients that are normally not offered at larger Wall Street firms. We pride ourselves on quick and diligent customer service and follow-up as well as full transparency and disclosure on fees. We value our clients as family members and friends and have always maintained a high level of ethical standard and honesty... To build and conserve your wealth, we develop plans that emphasize disciplined risk management, diversification, asset allocation, asset protection and tax-efficiency. We recommend professional money managers and mutual funds for stock, bonds, cash and alternative investments. We specialize in income generation and capital preservation strategies for those who have concentrated stock positions or want broad market exposure... At, Crofton Capital Management, we believe your "wealth" consists of your financial assets,..

Also known as: Crofton Capital Management, Inc.

Primary location: Walnut Creek United States