With decades of experience in managing investments, we combine a deep understanding of portfolio management with access to exclusive private opportunities. Our connections and research allow us to find investment options that go beyond the standard choices. By widening your investment universe, we aim to deliver solutions that are tailored to your financial goals and designed to add real value.
Data-Driven Precision
Exclusive Access
Risk Mastery
Deep Commitment
The Croak Difference
We create and manage portfolios designed to outperform, offering clients access to exclusive private investments like venture capital, private credit, and real estate. Our approach includes monthly portfolio adjustments to capture opportunities and manage risk, along with comprehensive financial planning and tax strategies to enhance your returns. Every decision is rooted in research and proven strategies, ensuring your wealth is optimized for growth and protected from market volatility.
Complemented By Dedicated Service
Dedicated Team
A focused team that knows your financial picture inside and out.
Estate Planning
We work hand-in-hand with your estate attorney to ensure your plan aligns with your goals.
Tax Strategy
We coordinate with your tax professional to optimize for after-tax returns and long-term tax efficiency.
Financial Planning
We design a roadmap to help you achieve what matters most.
Professional Network
Access to a trusted network of tax, legal, and insurance professionals.
Objective Advice
Expert guidance on concentrated stock, liquidity, borrowing, and philanthropic strategies.
Personal Priorities
We incorporate your values into a personalized investment strategy.
Technology
A secure, seamless platform for you to access your portfolio and communicate with your team.