Separately Managed Accounts

Welcome

Growing your assets requires hard work and lots of attention.  If you seek experienced, professional advice from a recognized group of professionals, then Washington Crossing Advisors can help you.

We use disciplined, time-tested approaches to wealth management. We do so through our two portfolio offerings called the CONQUEST Global Tactical Asset Allocation Portfolio and VICTORY All-Capitalization Value Equity Portfolio.  Account minimums range from $50,000 to $100,000.

We believe in viewing markets from the "top-down" for tactical asset allocation portfolios as well as using "bottom-up" approaches for equity investing. By combining both approaches in our daily practice, we believe that we get a fuller perspective on what is driving financial markets. We will work with you and your trusted financial advisors to implement a strategy designed to keep pace with changing markets while always keeping you informed about what is happening with your portfolio.

So explore our web site, read our commentaries, and look at our program descriptions and other media.  You may also sign up to receive our commentary, whenever we publish, free of charge! However, there can be no better way to learn about us than through a short introductory conversation with us.  If you are interested in speaking with us about how we can help you and your clients, please contact us directly at (973) 549-4052 or e-mail us directly at info@washingtoncrossingadvisors.com.