Investment Advisory Management

Level 2 – Investment Advisory Management

At St. Croix Advisors, we offer four levels of service. Level two is geared toward those with $500,000 of investable assets or an anual income level over $250,000.

Managing Your Investments

For many, handling their investments is just not interesting, and they’d rather not worry or learn about them. Their goals for their investment advisors are simple: take care of everything and don’t screw it up. Here at St. Croix Advisors, we understand you’ve worked hard for your money, and now you want it to work hard for you; but you’d also like the personal touch and individual monitoring of a dedicated Advisor.

Services Included:

  • Investment Selection
  • Monitoring, Managing and Rebalancing
  • Access to iAdvise Interactive Financial Platform

Because of our independence, we don’t have any proprietary investment products. Our clients seek and rely on our objective, independent advice to help achieve their goals. Your financial team will meet with you quarterly, semi-annually, or annually to best meet you and your family’s objectives. Then, our services will be tailored to help meet your unique investment needs.

Investment Advisors in Hudson

The financial planning professionals at St. Croix Advisors are here to help you manage your financial future and keep your wealth working for you so you can focus on more important matters, Call St. Croix Advisors at (651) 337-1919 or (877) 393-1919 or email at info@stcroixadvisors.com for more information.

I’m ready! What’s the next step?
St. Croix Advisors, LLC is a Registered Investment Advisory firm located in Hudson, WI Disclaimer