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Our investment philosophy is a long term investment perspective, our investment time horizon is over a ten year or greater time period. Investing in a portfolio of long-term dividend growth and income producing securities, the cash flow through dividends and interest can help to smooth out the transition as markets change.
For additional information or inquiry you may contact us at email@example.com or click our "Free Financial Health Review."
Take care of the downside and the upside takes care of itself.
JONATHAN E. BRADLEY
WILLIAM J. RILEY
Founder,Investment Strategist, Cristata Wealth Solutions, LLC
Founder, Cristata Investment Management, LLC
Portfolio Manager, over 30 years of experience
M.B.A., Finance, New York University (Stern)
M.S., Pepperdine University
B.A., Fordham University
Former U.S. Marine Corps Officer
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