Advisors & Planners

Optimize your practice by introducing your clients to Croft’s Discretionary Portfolio Management Services. Increase and diversify revenue, build new business and reduce administrative and compliance burdens. Focus on building relationships and delivering your services while the Croft Group focuses on managing client assets.


The Croft Group is held to a Fiduciary standard of care, the highest standard of care in the industry. Portfolios are actively managed to individual risk tolerances and objectives, using option strategies to enhance cash flow, maximize returns & mitigate risk in all account types with a focus on liquidity and fee transparency.

Portfolio Managers

Streamline and grow your practice on the Croft Group platform. Leverage client onboarding and administrative support, compliance and regulatory oversight, transition planning and financing. Integrate options for income generation and risk mitigation and increase efficiencies in managing assets by launching a custom fund.

Request A Call Back

Do you have a question about our services or investment solutions? Set up a call with our Director of Business Development.

as of May 2019

Croft Group Portfolio Managers' Brief

A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC)