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JRF77

JRF77
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ABOUT
Crane Asset Management is a registered investment advisory firm in Beverly Hills, California. Clients are individuals, corporate pension plans, corporations and charitable trusts. While the investment focus is on equities, held for the long term, portfolios also contain fixed income to the extent that it is appropriate for the client. I hold an undergraduate degree from Princeton and an MBA from Columbia. In addition, I have held the CFA designation since 1995.
SNAPSHOT
  • Description: Registered Investment Advisor (RIA). Trading frequency: Infrequent
  • Interests: Dividend stock ideas & income, Retirement savings, Stocks - long, Tech stocks
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