Broker Check
Crossroads Capital Management

Tel: 425-453-4600
Fax: 425-453-4636

  400 112th Street NE, Suite 135, Bellevue, WA 98004

Products & Services

We provide assistance in the following areas:

Planning Services

We believe in providing our clients with unique and detailed personal strategies to help bring direction and meaning to financial decisions.  We offer comprehensive and advanced financial planning services to develop a "road map" to help you achieve your financial goals and dreams.  Our investment management philosophy is rooted in the Modern Portfolio Theory developed by Harry Markowitz and William Sharpe along with the Brinson, Singer, and Beebower study on the importance of asset allocation.  We tailor our financial plans based upon and in depth conversation and information gathering session with each prospective client, culminating in the delivery of a detailed financial plan addressing each of the following areas of concern:

  • Tax Planning Strategy
  • Retirement Income Strategy
  • Investment Strategy
  • Risk Management Strategy
  • Estate Planning Strategy

Once we have reviewed the financial plan, we take the time to ensure that each client understands the plan and has an understanding of the expected results in both good economic conditions as well as bad. 

Investment Services

We offer fee-based investment services that focus on incorporating the Modern Portfolio Theory and enhanced diversification strategies into each client portfolio.  Through Pershing, LLC we have access to timely industry research and risk management strategies that can help us pursue the investment goals detailed in our clients financial plans.  We utilize the following investment vehicles in our client portfolios as determined by the client's stated needs and objectives:

  • Bonds
  • Common Stock
  • Exchange Traded Funds
  • Hedging Options and/or Cash Secured Puts
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes 
  • Variable Annuity

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance