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Customized Hedge Fund Portfolio Solutions

for Advisors

Our comprehensive services allow you to seamlessly integrate hedge fund portfolios into your advisory business.

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All Your Hedge Fund Portfolio Needs in One Place

Institutional-Quality Investments

Custom Portfolios

CrystalTools©

CrystalResearch™

Independent Oversight

Comprehensive Reporting

Advisor Support

Streamlined Execution

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Why Crystal?

Helping you grow your advisory business with alternatives

Grow your Business
with Hedge Funds

Attract more assets by providing your clients customized portfolio solutions.

Leverage our
Experience

Benefit from our 20 years of hedge fund experience and our knowledge, relationships, and infrastructure.

Stand out with a
Quality Offering

Offer your clients the opportunity to access institutional-quality hedge fund portfolios, historically reserved for the largest investors; no per-fund minimums.

Meet your Clients’
Individual Objectives

Customized solutions that meet your unique investment objectives and complement their existing portfolios.

Enhance your
Brand

All our services can be private labeled to enhance your brand identity.

Turn-Key
Solutions

Easily implement all your needs in one place.

Our Clients

Registered Investment Advisors

Broker-Dealers, Consultants, Financial Advisors and Wealth Managers

Family Offices

Foundations, Pensions, and Endowments

Accredited Investors, Qualified Purchasers and others.

“Our alliance with Crystal allows us to further enhance our unique global asset allocation by providing top-tier alternative investments for many of our clients. Access to these hedge funds would not be available to most individual high-net-worth investors, and the ability to customize each investment portfolio provides us the opportunity to optimize the risk and return parameters for each client.”

JONATHAN WAGNER

CFA, President of WS Wealth Management

Registered Investment Advisor

“We are delighted that more advisors continue to join the roster of elite Registered Investment Advisors partnering with Crystal to offer clients customized hedge fund portfolios in order to improve diversification and risk-adjusted returns.”

DIANNA RAEDLE

Founder and CEO of Deer Isle

Third Party Marketer/Placement Agent

“In 2011, the Bank of Oklahoma and Crystal Capital Partners (“Crystal”) formed a strategic alliance to provide BOK clients with institutional-quality customized hedge fund portfolios. Over the last three years, the program has been tremendously successful as represented by its growth in assets.”

RICHARD CASTLEBERRY

Bank of Oklahoma

Regional Bank

"Many of our investors are looking to alternative investment to help balance the volatility and return of their overall portfolio. We can now meet our investors’ demands and provide them with the same opportunities as the world’s largest investors.”

WILLIAM PITT

Managing Director of Evermay Wealth

Registered Investment Advisor

“Expanding our existing offering to include hedge fund portfolios is a natural extension of our broker dealer platform. Our clients will benefit from the opportunity to create diversified portfolios that are customized to meet their unique needs.”

FRANCO ZAPPONE

Maxim Financial Advisor

Broker/Dealer

“We recognize that allocating to hedge funds may offer market upside while limiting downside risk. Avondale’s partnership with Crystal demonstrates its intention to provide its clients with top-quality, diversified portfolios.”

STEVE GLASGOW

Senior Vice President of Avodale Partners

Registered Investment Advisor

“Crystal’s turn-key service allows me to leverage an institutional-quality investment and operationally efficient business solution.”

JEFFREY GITTERMAN

CEO of Gitterman Wealth Management

Registered Investment Advisor

“It’s been a challenge to find quality alternative investment solutions that enhance client portfolios and fulfill their objectives. Crystal’s solution allows us to meet our clients’ needs and further enhance our firm’s unique offering.”

JOHN CHATMAS

CEO of Waterloo Capital Management

Registered Investment Advisor