Crosswalk Investment Advisory, Inc.

Crosswalk Investment Advisory, Inc. provides investment management, comprehensive and limited financial planning, and hourly consulting to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, corporations, and estates. The firm manages client portfolios on both discretionary and non‑discretionary bases and reports managing approximately $63.9 million in client assets across its client base.

The firm’s investment process uses both fundamental and technical analysis and employs a range of strategies from buy‑and‑hold and asset allocation to shorter‑term trading, short sales, and option writing (including covered and uncovered positions). Accounts are reviewed on a continuous basis, clients receive semi‑annual written summaries, and trading is conducted through independent custodial arrangements.

Distinctive aspects include an affiliation with an affiliated tax planning and return‑preparation business through which clients may obtain income tax planning and preparation for separate fees, with firm personnel allocating part of their time to those services. Relative to many peers of similar size, the firm also discloses the use of higher‑complexity trading techniques (short sales and uncovered options) and states it does not accept third‑party sales compensation or soft‑dollar benefits.