Cranston Capital Management provides an objective, unbiased approach to wealth management.

We focus on four key themes to help you achieve your goals:

The Right Process

Determining your goals and risk profile is only the first step. A proven tenet of modern portfolio theory, asset allocation is based on the principle that different assets perform differently under various market conditions. So a proper balance of assets can help protect you from drastic decline or fluctuations in volatile markets while still profiting from overall market growth, dividends, or both.

In short, asset allocation is a means of optimizing your investment earnings without undue risk.

The Right Investments At The Right Time

We continuously monitor and periodically rebalance your portfolio to maximize your chance of investment success for the long run. We also attempt to minimize your taxes by analyzing the taxes likely to be generated by any given asset class, and then allocating different asset classes in taxable and non-taxable (retirement) portfolios where applicable.

Cranston Capital Management also works diligently to identify the best investment vehicles for building and maintaining your optimal asset allocation by maximizing the net-of-fee, after-tax, real investment return for each client’s particular tolerance for risk.

Fee-Based Solutions

Having a transparent fee structure that is aligned with your best interests ensures we work to benefit you, not ourselves. We never accept payments from suppliers of investment products, and we don’t choose products that benefit us.

Many investment products can come with hidden fees or kickbacks to the advisor. With Cranston Capital Management, you will know our advice always has your best interest in mind.

Service Model Built On Trust

Trust is the essential component of the wealth management process and we work tirelessly to earn yours on a daily basis. From our transparent fee-based structure to our open and frank investment advice, we strive to ensure you get the unbiased advice you can trust.