Cross Street Investment 01 LLC

Helping clients understand the process of preserving and managing their wealth

Crossvault Capital Management, a San Antonio-based registered investment advisor, specializes in providing traditional, customized portfolio management services for high net worth investors and institutions. With a team of experienced portfolio managers and a goal-oriented investment strategy, they offer tailored investment solutions, including concentrated equity portfolios and separate account management. As a subsidiary of Prime Capital Investment Advisors, Crossvault Capital Management aims to build long-lasting portfolios that prioritize strength, stability, and elegance, much like the Roman concept of a crossvault, which combines two simple vaults to create a powerful structure without excessive materials or labor.Generated from the website

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.