Cross Island Advisors (CIAL) provides investment management services to high net worth and institutional investors. CIAL's main goal is to advise its client on how to allocate assets, including private and public investments, and to achieve strong investment returns by managing stock and bond portfolios. CIAL uses a fundamental, research-based approach to pick investments. CIAL can accommodate client-specific investment guidelines, including Environmental, Social, and Governance criteria.
Assets Under Management$450M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
CIAL's management fees are based on a percentage of the value of your portfolio and are negotiable. As CIAL expands its client base, it expects to establish a fee structure ranging from 0.5% to 1.5%, subject to minimum account balances of $5 million.
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