 Croft Capital Management (CCM) provides marketing and administration
support to the financial services industry. The company offers a comprehensive suite of products and services designed to
assist financial advisors with their administrative needs.
Our company markets the discretionary asset management services of Croft
Financial Group Inc. In addition, Croft Capital Management provides administrative support including the tracking of client
transfers, cash flows in and out of accounts, issues cheques to clients, establishes appropriate
policies and procedures, provides administrative support for the Croft
corporate class share classes and funds. CCM is the administrative contact
for Financial Advisors who use Croft Financial Group’s portfolio products.
Croft Capital Management also provides consulting services to institutional
investors, pension boards, corporate boards and pension accounts. In this
context the company helps set up appropriate policies and standards for
board members. On the investment side, the company provide guidance for
asset mix decisions, asset allocation strategies and sets policies for tracking
and reviewing active portfolio manager mandates.
To find our more about Croft Capital Management please contact
us directly.
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R. N. Croft
Financial Group Inc. is a boutique portfolio management company,
providing fully customized discretionary asset management to discriminating
investors.