Washington Crossing Advisors
Overview
Washington Crossing Advisors is a registered investment advisory firm managing over $3 billion in discretionary assets for individuals and institutions. Their proprietary strategies include equity, fixed income, balanced, and asset allocation portfolios. The firm focuses on providing comprehensive investment solutions tailored to meet the diverse needs of its clients. Their investment approach emphasizes value investing, seeking to buy growing, profitable, and well-capitalized businesses at reasonable prices. They offer a comprehensive suite of asset allocation portfolios focused on matching investment objectives with risk tolerance, providing both passive and active strategies. Additionally, their fixed income portfolio aims to generate a stream of income from a portfolio of 30 investment-grade corporate bonds, constructed as a ladder with maturities spanning 10 years. With a team of experienced portfolio managers, Washington Crossing Advisors is committed to delivering personalized investment strategies that align with clients' financial goals and risk profiles, ensuring a disciplined and strategic approach to asset management.
Investment Focus
- Accredited investors only
Portfolio Companies
Reach Washington Crossing Advisors directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Washington Crossing Advisors
What sectors does Washington Crossing Advisors invest in?
Washington Crossing Advisors invests in Financial Services and Investments & Asset Management, and is based in Florham Park, United States. Washington Crossing Advisors is listed as a institutional investor in the ConnectSafely investor database.
What stage does Washington Crossing Advisors invest at?
Washington Crossing Advisors backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Washington Crossing Advisors invest in?
Washington Crossing Advisors invests across United States.
Who are the partners at Washington Crossing Advisors?
Team members listed for Washington Crossing Advisors include Eric Needham (Director, Sales & Marketing) and Mike Spero (Chief Compliance Officer / Chief Operating Officer).
What companies has Washington Crossing Advisors invested in?
Washington Crossing Advisors's portfolio includes Apple, Microsoft, Amazon, Johnson & Johnson, ExxonMobil, Procter & Gamble, Visa and Pfizer.
How do I contact Washington Crossing Advisors?
Washington Crossing Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
