Crossroads Capital Management, Inc.
Who We Are
Crossroads Capital Management (CCM) is an independent fee-based Registered Investment Advisory (RIA) firm located in Carlsbad, California. CCM was established on the belief that every investor should have access to investment advice that has traditionally only been available to the worlds largest institutions. CCM believes that many investors are looking for an alternative to traditional buy and hold strategies.
What We Do
Team Based Wealth Management™ (TBWM) is a philosophy and a structure. It combines the best of three professions - a financial advisor, an estate and tax attorney and a tax return specialist - all in one location. This type of planning provides the best opportunity for the client to maximize return on investment, increase tax benefits and reduce conflict across legal documents, saving our clients time and money.
How We Do It
CCM brings innovative investment products to clients and advisors with a capital preservation approach seeking to:
- Deliver consistent steady returns, while mitigating downside risk
- Preserve capital during market declines
- Produce higher investment returns than traditional buy & hold strategies
- Produce a known rate of return for a known risk
Our clients rely on our assistance with their financial affairs in retirement, estate and tax planning, or bringing their investment portfolios into alignment with their goals, objectives and lifestyle. We have a special expertise in advanced IRA Planning.
