9011 Arboretum Parkway
Over the course of several decades, our firm has honed its experience and established our ability to deliver high-quality portfolios, at scale, while maintaining top-notch operational efficiency for all the moving parts of this business. Our core strengths in these two areas allow our team to continue to provide personalized client servicing in a way that honors the people that trust their money and their large decisions to us.
We have the ability to help you and your team leverage our strengths in portfolio management and operational efficiency, so that you can create/maintain a thriving practice centered around client-facing planning and servicing tasks.
If you would like to see if we can help you, please click the button below to schedule a meeting with Rich Krafcik, President and lead financial advisor of Cobblestone Asset Management. Within a 30 minute conversation, both sides should know if it is worth spending more time to move through details and make this a reality.
Examine our process for creating and managing investment portfolios
Dive into our tried-and-true client servicing approach