Crewe Advisors

Crewe Advisors provides ongoing portfolio management and financial planning to a range of clients, including individuals, high‑net‑worth clients, business entities, insurance companies, private funds, and charitable organizations. Services include discretionary portfolio management with individualized Investment Policy Statements, selection of third‑party managers, and advice on pooled investment vehicles.

The firm typically manages accounts on a discretionary basis and uses fundamental, technical, and quantitative analysis across strategies that include long‑ and short‑term trading, options, margin, and pooled vehicles. Accounts are reviewed at least quarterly, and Crewe may direct clients to separately managed accounts or use third‑party platforms for held‑away assets while documenting efforts to allocate opportunities fairly among clients.

Noteworthy in the brochure is Crewe’s active role with private pooled funds: an affiliate, Crewe Alternative Investments, LLC, manages a Fund that can involve performance‑based compensation, and the firm discloses arrangements where the Fund’s management or performance fees have been waived for certain client investors while those Fund assets are included in clients’ reported AUM—an arrangement the brochure identifies as a potential conflict of interest. The firm also explicitly lists insurance companies as clients (a less common client type for multi‑team firms) and discloses related‑party referral and solicitation arrangements with a broker‑dealer affiliate that may affect private‑fund recommendations.