Our portfolios focus on high quality businesses and a long-term oriented approach to investing. We seek companies with competitive advantages, great management teams, and solid foundations to provide years of compounding.
We provide specialized advice ranging from executive benefits and concentrated position hedging to Social Security claiming strategies. We can even provide second opinion reviews of products you already own or that have been recommended by another financial professional.
Customized investment portfolios. Comprehensive financial planning. High touch customer service. Why should you have to choose? With Craftwork Capital, you get the personal touch of a boutique firm, paired with powerful investing strategies you’d expect from a large one.