The Croitoroo Group
Awards and Industry Recognition
Forbes
Welcome
The Croitoroo Group offers over 50 years of combined experience working with institutions, corporations, small business owners, families and high-net-worth individuals. We provide comprehensive wealth management through a personalized, custom boutique approach, incorporating investment planning, banking and lending to serve our clients across the globe. Clients can benefit from this experience whether they seek short-term tactical investment opportunities, a disciplined portfolio management approach or a more comprehensive long-term wealth management strategy. Regardless of time horizon or objective, our team has the flexibility to serve your financial needs.
For our institutional and individual clients, we offer a variety of proprietary equity and fixed income strategies within the J.P. Morgan Wealth Management Portfolio Manager Program. The portfolio management process, structured yet flexible, recognizes that each client needs and deserves a customized investment plan.
For our corporate clients, we build cash management solutions tailored to their specific liquidity and performance needs. Working closely with a company's CFO and Treasurer, we create a tailored strategy that appropriately serves the client's guidelines concerning duration, creditworthiness and targeted yield. Furthermore, we have experience partnering with corporate clients large and small, local and foreign, public and private, and across a range of industries.
Meet Our Team
Insights
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now