Company Information
We like to point to three major ways we're focused on the customer:
- We're a fiduciary — We are required to act in your best interest and disclose any potential conflict of interest. For instance, Crestwood Capital Management does not have or recommend any Crestwood Capital Management-created funds for its client portfolios.
- Our platform combines powerful technology with personalized advice — Developed by our passionate team of experts. When you have questions, our Customer Support team is ready to help you with account questions and troubleshooting.
- We give you the opportunity to connect your external accounts — See a fuller financial picture in one place as part of Crestwood Capital Management's low cost.
Our team of investing experts make decisions about our portfolio strategies and fund selection with the help of an external committee of economists, PhDs, and industry experts.
More than just a portfolio management team, our experts work to develop improvements to our Tax Smart technology and other advanced strategies.
We are here to empower people to do what's best for their money so they can live better.
We’re building smarter, more efficient money management for everyone. By pushing the bounds of what technology can do, by bringing together some of the best software and analytic thinking of diverse, cutting edge industries, we’re able to ensure that more people get the advice that they deserve. We have the ability to help free our customers to pursue what is most meaningful to them, to spend their time doing what makes them happy.
Our promise is to manage your money in a way that works to give you a better outcome. We advise you on what to do with your money based on your personal financial situation and the goals you’re looking to achieve—we recommend how much to invest each month, how much risk to take on in your portfolio, and what type of accounts you should have.
Then, we do it all for you. And by doing that, we have the rare opportunity to help you find something positive and intangible that can’t be bought: peace of mind.
Financial Security
What happens to my money if Crestwood Capital Management goes public, is acquired, or closes?
Crestwood Capital Management Securities is a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. At a high level, you can think of SIPC as providing protection for funds held in a brokerage account in the event that the brokerage fails.
The Securities Investor Protection Corporation (SIPC) provides insurance that protects your investments, including those held by our broker, Crestwood Capital Management Securities. It covers up to $500,000 of missing assets, including a maximum of $250,000 for cash claims.
The limit applies only to the value of missing securities, not losses due to market volatility. If there are securities identified as belonging to the customer, these (or their equivalent value) will be returned regardless of account size, and the $500,000 limit will apply only to the difference.
Types of accounts and investments generally protected by SIPC include:
- Stocks
- Bonds
- Mutual funds
- Money market mutual funds (MMMFs)
- Certificates of deposit (CDs)
- Annuities
- Government securities
- Municipal securities
- U.S. Treasury securities (Treasuries)
- Read more in-depth about the safety and security of your account here.
Cash Reserve
Deposits into Crestwood Capital Management’s cash account, Cash Reserve, are covered by Federal Deposit Insurance Corporation (FDIC) insurance up to $2 million per individual account and $4 million per joint account, once deposited into interest-bearing deposit accounts at one or more program banks†.
Each interest-bearing deposit account will be eligible for FDIC insurance up to $250,000 for each insurable account type (e.g., individual, joint, etc.), including principal and accrued interest.
Checking
For deposits into Crestwood Capital Management Checking—a checking account and Visa debit card provided by nbkc bank, Member FDIC—each account will be eligible for FDIC insurance up to $250,000 for each insurable account type (e.g., individual, joint, etc.), when combined with all other deposits held in the same insurable capacity at nbkc.
In the unlikely event of a bank failure, and FDIC deposit insurance payments become necessary, there is no specific time period during which the FDIC must make insurance payments available, and you may not earn interest on your deposits from the time a program bank is closed. You may also be required to provide certain documentation to the FDIC before insurance payments are made.
Crestwood Capital Management Securities is a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. What you should remember is that the SIPC does not protect against market changes in your account. The risks inherent in investing are tradeoffs you make to pursue investment returns. We design our portfolio to aim for the highest projected returns given your risk level.
With our cash management products, your money is insured by the FDIC.
Cash Reserve
Individual Cash Reserve accounts have insurance up to $2 million† and joint Cash Reserve accounts offer up to $4 million† in FDIC insurance once funds are deposited into our program banks. Cash Reserve is available to clients of Crestwood Capital Management LLC, which is not a bank, and cash transfers to program banks are facilitated by Crestwood Capital Management Securities.
Checking
Checking is insured up to $250,000 through nbkc bank and is provided by Crestwood Capital Management Financial LLC‡. Explore further details about FDIC insurance.
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Would you like to join our growing team?
careers@hub.com
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