Portfolio Managers’ Brief: June 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
get our regular market updates
monthly briefs and insights right to your inbox
Portfolio Managers’ Brief: May 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: April 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: March 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: February 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Experience a Real Approach to Wealth Management
Experience a Real Approach to Wealth Management - Wealth is not just about money; it's about freedom, security, dreams, and legacies.
What is Real Wealth Management™?
Real Wealth Management™ is a comprehensive approach to financial planning that focuses on maximizing and maintaining the real value of a client's wealth over time. It involves a combination of investment management, tax planning, estate planning, and risk management to ensure that all aspects of a client's financial life are addressed in a cohesive and strategic manner.
Portfolio Managers’ Brief: December 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Who is The Accounting Place
The Croft Financial Group (CFG) has made a strategic investment in acquiring The Accounting Place as part of an overall Real Wealth Management™ offering to our advisor partners and clients.
Investment management firm acquires additional expertise for its Real Wealth Management™ offering
Croft Financial Group now offers its advisors and clients additional financial planning, insurance, and tax planning expertise