top of page

Cristata Investment Management, LLC portfolio styles are designed to help lower emotional stress levels with disciplined  portfolio management. We do not have the conflicts or proprietary  products of a broker/dealer. We are not a broker dealer and do not charge a  commission or sales charge for an investment.   We are strictly an advisor serving as a fiduciary, working for a fee, based upon the amount and type of investment assets managed.


We concentrate on performance and risk adjusted rates of return.  We have a consistent philosophy that does not waiver; we look at long term investment cycles.

Services Offered
bottom of page