A Premier Investment Advisor
Who We Serve0%
Crest Hill has a 98% client retention rate.
0Years
Crest Hill was founded 20 years ago.
What we do
Our investment sectors
At the heart of our investment philosophy lies a commitment to identifying and nurturing opportunities that drive innovation, growth, and long-term value. Our investment sectors are carefully chosen to reflect areas where we see transformative potential, whether through groundbreaking technologies, evolving market dynamics, or solutions that address pressing global challenges.
We focus on sectors that not only promise strong returns but also contribute to shaping a sustainable and forward-thinking future. By aligning our investments with visionary ideas and impactful trends, we aim to create a portfolio that thrives in an ever-changing world while delivering meaningful results for our stakeholders.
Stocks and Bonds
We invest in stocks and bonds by strategically balancing growth opportunities in equities with the stability of fixed-income securities, aiming to optimize returns while managing risk effectively.
Artificial Intellligence
AI powers innovations like chatbots, self-driving cars and personalized recommendations, transforming industries and daily life. It enables machines to think, learn, and solve problems like humans.
Agriculture
Innovative technologies, sustainable practices, and resilient supply chains. By enhancing productivity and ensuring food security, we aim to create lasting environmental and economic impact.
Renewable Energy
Renewable energy investments target cutting-edge technologies and infrastructure that harness solar, wind, and other sustainable sources. These initiatives aim to reduce carbon footprints, promote energy independence, and drive global transition toward cleaner, more efficient power solutions.
Crypto
Investing in crypto involves exploring blockchain-based assets and decentralized technologies. We focus on innovative projects with strong fundamentals, aiming to capitalize on the transformative potential of digital currencies while navigating market volatility responsibly.
Real Estate
Focused on acquiring, developing, and managing properties with strong growth potential. By targeting residential, commercial, and mixed-use assets, we aim to generate stable returns and long-term value while adapting to evolving market trends.
Others
Others include venture capital, private equity, hedge funds, commodities, art, collectibles, and emerging markets. These diverse opportunities allow us to explore niche areas and diversify our portfolio for balanced growth.
Why Choose Crest Hill?
Affordable accounts
We put you first by charging no fees or minimums to open a retail brokerage account to help you spend and save smarter.
Get Started
We are here to help
Our dedicated team of professionals are here to help when you need them.
Get in touch
Tools for every solution
From managing your everyday finances to planning for your child’s college education, we offer support to help you plan.
Use our CalculatorOur Focus
It is our goal to provide an unparalleled level of quality advice to every one of our clients. In addition to our modern approach to portfolio construction, we offer a level of personalized service and open communication not found at larger organizations that ensure our clients feel comfortable and secure with choosing Crest Hill.
Who we serve
Individuals and Families
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Institutional Investors
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Endowments & Foundations
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Calculator
Use our calculator to see how the value of an investment could change depending on the chosen plan.
Featured Magazine
Crest Hill Insights
In this latest issue of Insights, we explore topics that span artificial intelligence, renewable energy, inflation, free trade, and managing personal investment requests.
Read the IssueWhat Our Clients Say
Hear from our satisfied clients about their experiences with our services.
Albert Messina
Software engr. London.
"Working with this team has been an absolute pleasure. Their professionalism and attention to detail are unmatched."
Amy Reder
UI/UX designer, LA.
"The results exceeded our expectations. Highly recommend their services to anyone looking to grow financially."
Ted Moore
Startup Founder, London.
"As a startup founder, I needed a team that could help me manage my personal and business investments. They’ve been instrumental in helping me build long-term wealth."
John Sheridan
CTO, Washington D.C.
"I’ve been investing with this team for over 2 years, and they’ve consistently delivered strong returns. Their personalized approach to wealth management is exactly what I needed to achieve my financial goals.
Michael Law
Marketer, Portugal.
"Their expertise in alternative investments has been a game-changer for my portfolio. They’ve helped me explore new opportunities and achieve consistent growth."
