Our investment methodology is PERSONAL, RIGOROUS, and ONGOING.

We work with each client to complete a four-step process:

Determine your financial goals and risk tolerance

Cranston Capital Management’s investment guidance is based on your unique financial profile, including your age and income, assets and savings rate, time to retirement, and desired income at retirement.

Create a customized portfolio

We construct an investment policy statement for each client that serves as a blueprint for how your investments will be structured.

Implement your portfolio using low-cost investment vehicles

Cranston Capital Management works diligently to identify the best investment vehicles for building and maintaining your optimal asset allocation.

We work towards maximizing the net-of-fee, after-tax, real investment return for each client’s particular risk tolerance by constantly researching the available universe of Stocks, Bonds, ETFs, and Mutual Funds.

Continuously monitor and periodically rebalance your portfolio to maximize your chance of investment success for the long run

Financial markets have become more global, dynamic, and complex – and your portfolio needs to be too. That’s why at Cranston Capital Management we have a rigorous investment approach that continuously monitors market conditions and economic trends.

Unlike large brokerage firms that rely on their in-house, sales oriented research, we have access to a much larger universe of analysis, and follow only the proven, unbiased resources.

Together with ongoing communication about changes in your personal life, we adjust your overall investment allocation so you are continually moving towards accomplishing your goals.