Clients may have a desire to see their portfolio's valuation and/or other information more frequently than CrestPoint's standard and more formalized reporting. 

Links are available to clients to access their information on-line.

For clients using Charles Schwab as their broker/custodian, the link to the Schwab website is www.schwab.com

For clients using U.S. Trust as their custodian, the link is: www.USTrust.com

For clients using Frost Bank as their custodian, the link is:  www.FrostBank.com


Clients will need to first establish a confidential user and password with their custodian to enter the websites and access their individual client reports.




Striving to provide the highest level of investment performance and service to an exclusive clientele