At Creative Resources Investment Advisors, we recognize that every client’s financial journey is personal. That’s why we follow a disciplined, step-by-step advisory process designed to align your portfolio with your goals, values, and risk tolerance.

We begin with a comprehensive Fact Finder to understand your full financial picture—objectives, resources, time horizon, and constraints. From there, we craft a customized Investment Policy Statement (IPS) that defines your strategic direction. To ensure your comfort with market volatility, we utilize a detailed Risk Tolerance Questionnaire, helping us tailor the right balance between risk and return.

Once your strategy is clearly defined, we make Asset Allocation Decisions based on your IPS and market insights, followed by thoughtful Security Selection and Research using a disciplined, data-driven approach. To keep you informed and engaged, we provide Periodic Performance Reporting, ensuring full transparency and accountability over time.

Our boutique firm delivers the white-glove attention you deserve—combined with the sophistication and depth of a large institution. Discover a partnership where your financial success is both the mission and the method.