Crestline Capital, LLC, is an independent investment advisory firm that works with individuals to help them invest their money successfully. We implement a customized investment plan for each client, and report on the results in a way that is easy to understand. Our clients look to us to help them prepare for the expected and be protected against the unexpected in their financial lives. Whether the “destination” is a sound retirement income strategy, a well-thought-out, understandable investment plan, or the ability to leave a lasting legacy, we help our clients achieve their goals.
We work with people who do not want a big firm that uses a cookie-cutter approach with each client, but instead want a collaborative effort in developing a customized investment plan and are interested in a long-term relationship. One look at an overly complex financial plan or a lengthy brokerage account statement will tell you that financial advice can be unnecessarily complicated and confusing. When looking for help at larger firms, people often walk away more unsure about what to do. At Crestline Capital, LLC we believe in a simpler investment plan, based on leading academic research and with reasonable and transparent costs. Unlike many large firms, we’re more focused on hitting the target than just shooting arrows. We want to help you create an investment plan that makes sense for your situation and is easy to understand so that you can achieve your goals and have a successful investing experience.
Michael A. Moore
(503) 635-4457 - Office | (503) 708-2982 - Cell