Crownstone Advisory & Investment CORP

Crownstone Advisory & Investment Corp is a registered investment advisor based in Atlanta, Georgia, that offers ongoing portfolio management services to individuals and high-net-worth individuals. The firm creates personalized investment policies for each client based on their income, tax levels, time horizon, and risk tolerance, and manages portfolios with the authority to make trades without asking first. Crownstone Advisory & Investment Corp limits its investment advice primarily to mutual funds, fixed income securities, real estate funds, equities, exchange-traded funds, and alternative investments such as venture capital funds and private placements. The firm operates under a legal obligation to act in your best interest when providing advice. Client accounts are reviewed at least annually by the chief investment officer, and assets are custodied with Charles Schwab & Co., Inc.