¿QUÉ ES UN ASESOR DE INVERSIONES REGISTRADO?
Un Asesor de Inversiones Registrado es una persona o entidad en Estados Unidos que se ha registrado con la Comisión de Valores y Mercados (SEC) o la agencia estatal regulatoria competente. Con el propósito de brindar asesoría en el manejo de inversiones.
¿A QUÉ SE REFIERE CON DECIR QUE BRINDA UNA "ASESORÍA" INDEPENDIENTE?
Crosswell Advisors es una empresa no afiliada con algún banco, casa de bolsa o compañia de seguros; lo que nos permite la libertad de recomendar cualquier producto o servicio a nuestros clientes.
A diferencia de los ejecutivos de cuenta en las instituciones financieras tradicionales que reciben comisiones por los productos (inversiones) que ofrecen, nosotros somos compensados directamente por nuestros clientes. Esto elimina cualquier conflicto de interés y permite enofocarnos en ofrecer una verdadera asesoría, y no en ventas.
¿SI CONTRATO LOS SERVICIOS DE CROSSWELL ADVISORS, EN DÓNDE ESTARÍA CUSTODIADO (RESGUARDADO) MI DINERO?
¿POR QUÉ DEBO CONTRATAR A CROSSWELL ADVISORS COMO MI ASESOR FINANCIERO PATRIMONIAL?
En estos tiempos de incertidumbre en que los mercados financieros y las economías están altamente interconectados y cambian día con día, es indispensable contar con alguien con experiencia y conocimientos, con integridad y principios, alguien que realmente trabaje para usted y lo asesore de manera profesional y sin conflictos de interés. Este alguien es Crosswell Advisors.
CUÁL ES EL PROCEDIMIENTO PARA CONTRATAR LOS SERVICIOS DE CROSSWELL ADVISORS
Es muy sencillo. La relación entre el cliente y Crosswell se establece mediante la firma de un contrato de prestación de servicios, en el que se determinan las funciones y obligaciones de ambas partes. Dicho contrato hace referencia a la cuenta de inversión que estará baja la administración de Crosswell. En caso de que el cliente no tenga una cuenta de inversión actualmente. Crosswell Advisors le podrá asistir en el proceso de apertura con la institución financiera de su preferencia.
This Website is for informational purposes only and does not constitute a complete description of our investment services of performance. This Website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exist. Information throughout this site, whether stock qoutes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources wich we, and our suppliers believe reliable, but we do not warrant or guarantee the timelines or accuracy of this information, Nothing in this Web site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall bee lable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission there of to use user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED WEBSITE".
Crosswell Advisors, LLC respects your right to privacy. We have always been committed to secure the confidentiality and entegrity of your personal information. We are proud of our provacy practices and want our current and prospective customers to understand what information we collect and how we use it.
WHY WE COLLECT YOUR INFORMATION
We gather information about you and your accounts so that we can (i) know who you are and there by prevent unauthorized access yo your information. (ii) design and improve the products and services we offer and (iii) comply with the laws and regulations tat govern us.
WHAT INFORMATION WE COLLECT
We may collect the following types of "nonpublic personal information" about you:
WHAT SOURCE WE OTAIN YOUR INFORMATION
We collect nonpublic personal information about Crosswell Advisors, LLC clients such as you from the following sources:
WHAT INFORMATION WE DISCLOSE
We do not cisclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. Moreover, we weill not release information about our customers or former customers unless one of the following conditions is met:
We only use information about you and your account to help us better serve your investment needs or tu suggest services or educational materials that may be of interest to you.
CONFIDENTIALITY AND SECURITY
We maintain physical, electronic and procedural safeguards to guard your personal account information. To futher protect your privacy, our website uses the highest levels of internet security, including data encryption, user names and passwords, and other tools. We also retric access to your personal and financial data to authorized Crosswell Advisors, LLC associates who have a need for these records. We require all nonaffiliated organitations to conform to our privacy standards and are contractually obligated to keep the information provided confidential and used as requested. Furthermore, we will continue to adhere to the privacy policies and practices described in this notice even after your account is closed or becomes inactive.
We will continue to conduct our bussiness in a manner that conforms with our pledge to you, your expectations and all applicable laws.