Cromarty Research provides wealth management and preservation, investment management, and investment advice/consultation for individuals and institutions of all sizes. We handle small and large accounts. We understand that you want to reduce your risk and produce reasonable profits. We offer personalized guidance that will assist you in achieving your objectives.
We specialize in wealth management and preservation for private individuals and business. We emphasize intermediate and long-term investment strategies. Our investments may include equities, bonds, currencies, structured investments, and low-risk commodity based investments. We will invest in all markets as is appropriate including retail, jewelry, apparel/textiles, finance, film/media, precious metals, currencies, food products, agriculture, pharmaceuticals, energy, and other related areas.
Personalization is essential. The objectives of every client are different and change is constant. We encourage you to ask questions. All of our clients are interviewed that we may both decide if our services will assist in matching your goals, objectives, and personality. Our client accounts are monitored and reviewed for periodic adjustments in performance and objectives.
Our basic services include:
1. Website based investment guidance service meant to act as a guide in making your own investment decisions. 2. Private consultation for individuals and institutions concerning investment and business concerns. 3. Managed Investment Accounts for individuals and institutions.
Edward Cromarty has years of experience in business and finance. He is the founder of Cromarty Research & Wealth Management and Edward Cromarty Designs. He has worked for private and large corporations and both taught and conducted research for major Universities. Edward also works as a consultant for the Gerson Lehrman Group.
Edward's academic qualifications include:
Cromarty Research & Wealth Management
MBA-State University of New York, Empire State College
Series 65-Investment Adviser Law License for the USA
Investment Management Certification-CFA Society of the United Kingdom
Wealth & Asset Management Accreditations-College for Financial Planning
PCHPE-Institute of Education, University of London
BS & BFA Degrees-State University of New York, Fashion Institute of Technology
Bachelor Degree-West Virginia University
Edward is a member in good standing of the:
CFA Society of the United Kingdom-Investment Management Certification
College for Financial Planning-Wealth & Asset Management Accreditations
