Cristata, our name is derived from "Cyanocitta Cristata," Latin for the Blue Jay. We advise and provide clients a strategic disciplined investment portfolio management style, commensurate with risk tolerance. Our clients benefit from following our DIRT philosophy. DIRT is our foundation with investment, incorporating long term investment cycles, returns, an risk management.
Our mission is helping clients reach their investment goals with a disciplined and consistent investment approach over long term cycles.
Company Details
- Founded
- -
- Address
- Woodstock, Maryland, Woodstock,maryland 21163,united States
- Industry
- Investment Management
- NAICS
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Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.cristatawealth.com
- Keywords
- Investment Advisor, Wealth Management, Disciplined Portfolio Management, Investment Consulting.
- HQ
- Woodstock, Maryland
- Competitors
- Jointly, Iron Forge Development, Cristata Cares Inc..
Cristata Questions
Cristata's website is http://www.cristatawealth.com
Cristata's LinkedIn profile is https://www.linkedin.com/company/cristata
Cristata's industry is
Investment Management
Cristata's categories are Investment Management
Cristata's founding year is 2008
