Mission

Crown Finance Holdings mission is to assist its clients in the prudent management of their precious resources. In doing so, the aspirations of our employees for growth and development are realized, and enhanced value achieved for all our stakeholders.

Goal

Our goal is to utilize our disciplined processes, our professional and information networks and resources, our purchasing clout and our personal skills and experience to increase both wealth and peace of mind for our clients.

We believe in the value of:

  • Setting realistic objectives
  • Identifying all constraints
  • Objective focused investment planning
  • Disciplined investment strategies and processes
  • Written investment policies
  • Careful implementation
  • Thorough monitoring and measurement
  • Timely reporting and recommendations
  • Informed, thoughtful trustee/investor decision making
  • Clear ongoing communications
  • Long term relationships

We believe in providing not just good but superior services to our clients.

If you are serious about building, protecting and transferring wealth, it must be managed through a singular integrated wealth management program designed to safeguard against unnecessary losses and improve opportunities for long-term investment returns.

Why is an integrated approach so important in today's complicated geopolitical and e-commerce environments?

Because the more wealth people accumulate, the more complex it becomes. It is common for people to hire several independent financial specialists, like investment brokers, accountants, estate attorneys and insurance agents. But you, the client, are forced to make sense of their independent, and often contradictory, suggestions. We believe that maximum financial gain is only possible when all financial elements are integrated and working toward a common goal.

If you are serious about building, protecting and transferring wealth, it must be managed through a singular integrated wealth management program designed to safeguard against unnecessary losses and improve opportunities for long-term investment returns.

Our posture is to align our interests with those of our clients and expend our energies to assist them in achieving their goals. When functioning in the investment environment, our clients' best interests must necessarily come first.