Crystal Research LLC
Business Information
401k investments, mutual funds, investment advisors near BostonBusiness Description
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
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