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