General Info

My business offers the individual investor the skills and experience gained from 14 years spent as a senior investment professional at one of the world's largest money management firms, and an additional 6 years providing asset management and fiduciary review services to some of the world's largest institutional investors. Crystal Research LLC provides the following services to individual investors: •Assessment of holdings duplication •Determination of appropriate portfolio and manager benchmarks •"Completion Fund" analyses •Expense savings identification •Risk-Return Analyses •Tactical Asset Allocation Services •Third Party Performance Oversight