Unbiased wealth management solutions implemented to the highest standard of care
R.N. Croft Financial Group Inc. is a boutique portfolio management company, providing fully customized discretionary asset management to discriminating investors.
Our investment approach combines low-cost, tax-efficient indexed investment strategies, with targeted active management, and sophisticated options strategies to maximize client returns at any risk level.
Our fiduciary commitment to each of our clients ensures that we take an unbiased approach to security selection and portfolio composition based on their best interest. We then implement this approach to the highest standard of care.
This same standard of care is reflected in the Croft Financial Group solution for financial professionals.
Referring advisors and other financial industry professionals access institutional quality investment products on a single platform backstopped by a dedicated portfolio manager.
Offer your clients independent and unbiased solutions customized to meet their objectives and reduce your administrative and compliance burden to focus more on client relationships and business development.