With 25 years at the forefront of alternative investing, CrystalTools©, our proprietary technology, has served as our guide to investing over multiple market cycles. Today, over 150+ independent financial advisors are leveraging our FinTech platform to access alternative investments for their clients’ portfolios.

The traditional “60/40” allocation to stocks and bonds appears to be a relic of the past and may no longer be enough to meet your clients’ long-term investment goals.
Source: Financial Times, Sep 22, 2020. ----------------------------- In fact, the data shows that the 60/40 traditional portfolio of stocks and bonds risk-return profile is diminishing over time, looking back to 2008.
With yields at all-time lows, some investors are viewing hedge funds as a fixed income replacement for their traditional portfolios and private equity as a return enhancement option.
Source: JPMorgan Asset Cuts 60/40 Outlook, Backs Hunt for Alternatives - Bloomberg ----------------------------- The new-age 60/40 portfolio suggests an allocation of at least 40% to alternative investments for qualified investors. ----------------------------- Over the last 25 years, Crystal Capital Partners has developed CrystalTools© our proprietary technology specially designed for alternative investing. ----------------------------- Today, our tools help financial advisors, like you, intelligently navigate their clients’ alternative investment journey. ----------------------------- Schedule a free portfolio assessment with one of our investment professionals, who will use CrystalTools©, to quantify how institutional alternatives may enhance returns, lower volatility and provide diversification to your clients’ traditional stocks and bonds portfolios. -----------------------------