Cravens & Co.

Finanzas

Gratis · Diseñada para iPad. No verificada para macOS.

At Cravens & Company Advisors, our mission is to help successful individuals and their families realize and enjoy their life goals. We are an SEC-Registered Investment Advisor that combines holistic planning, personalized investment management, tax and estate strategies, and business planning with a proactive, solutions-oriented mindset. The result is a fiduciary with a plan and a culture centered on your success; however you define it. Since 1996, we have been serving the specialized needs of family businesses and their owners, professionals, and successful retirees. While prudent investment advice is a foundational component of our service, we believe developing an intimate understanding of your overall financial situation and goals is essential to formulating your strategy. Our holistic approach enables the development of solutions with the highest possibility for success. Because goals cannot be measured by return, we benchmark our progress as a firm in the same way you do as our client; by successful outcomes. As we discuss your situation, goals, and concerns; we hope you will recognize the benefits that come with our independence and objectivity. As your fiduciary, we are held to the highest standard of transparency, objectivity, and disclosure. Simply put, we have not only an ethical but also a legal requirement to always act in your best interest. Our goal is to provide each client with the leadership, relationship, and creativity needed to allow them to achieve their life’s goals and, even more importantly, the confidence to enjoy the journey. After all, what is the point of all the work and worry if you do not get the satisfaction of realizing the results? At Cravens & Company, we have a team that is by design, ready to work for you.

Calificaciones y reseñas

  • Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

Versión 5.14.0

El desarrollador (Cravens & Company Advisors, LLC) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .

  • Datos asociados con tu identidad

    Los siguientes datos pueden recopilarse y asociarse con tu identidad:

    • Datos de uso

  • Datos no asociados con tu identidad

    Los siguientes datos pueden recopilarse, pero no están asociados con tu identidad:

    • Identificado­res
    • Diagnóstico

Las prácticas de privacidad pueden cambiar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles

Accesibilidad

El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles

Ficha técnica

Vendedor
  • Cravens & Company Advisors, LLC
Tamaño
  • 39.7 MB
Categoría
  • Finanzas
Compatibilidad
Requiere iOS 13.4 o posterior.
  • iPhone
    Requiere iOS 13.4 o posterior.
  • iPad
    Requiere iPadOS 13.4 o posterior.
  • iPod touch
    Requiere iOS 13.4 o posterior.
  • Mac
    Requiere macOS 11.0 o posterior y una Mac con el chip M1 de Apple o posterior.
  • Apple Vision
    Requiere visionOS 1.0 o posterior.
Idiomas
  • Inglés
Edad
4+
Copyright
  • © 2024 Cravens & Company Advisors, LLC
  • Sitio web del desarrollador
  • Política de privacidad

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