why choose croft
who we work with
benefits
growth, succession & exit strategies
how we differ
our methodology
investor profiles
portfolios
our story
meet the team
our values & culture
investment philosophy
strategic partnerships
benchmark performance
indexes
KYC update form
trusted contact form
visit our subsidiary companies:
castlemark wealth management
the accounting place
advisor resources:
ndex advisor portal
croft secure cloud
client service requests
fund & mandate fact sheets
investor resources:
NBIN My portfolio +
croesus web investor
NDEX client portal
KYC & Trusted Contact Forms
Contact:
Portfolio Administration, Research Analyst
Having recently passed Level 1 of the CFA program from the CFA institute, Brian is one of our promising young Research Analysts.