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Investing should always be this easy

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Expert-built portfolios.

Invest like a pro with diversified portfolios (and skip the hassle of picking stocks).

Tax-efficient investing.

Strategies like Tax Loss Harvesting+ and asset location help minimize your taxes and maximize your returns. 

Ongoing optimization.

We continually monitor your investments, rebalance your portfolio, and reinvest your dividends.

Investing for you, managed by us.

1. Tell us a little bit about yourself.

Everyone’s financial situation is different. Get personal recommendations based on what you want to accomplish, whether that’s retirement or simply building wealth.

2. Choose how you want to invest.

Pick one of our diversified portfolios that interests you. They’re built by experts using low-cost exchange-traded funds.

3. We put your money to work.

Automated trading, rebalancing, and dividend reinvestment, we put our technology behind every dollar you invest.

There’s more to investing than just retirement.

Investing means aligning money with something meaningful to you. Whatever your dreams are, you can use our technology and expertise to help make them a reality.

  • Pay for a wedding

  • Save for education

  • Buy a home

  • Build wealth

What customers say about investing at Crestwood Capital Management:

  • "Saves the stress and hassle of handling retirement savings myself."

    David S.

  • "I trust the automated algorithms better than my picks."

    Eric K.

  • "It's a good "set-it-and-forget-it" investing tool for my family."

    Casey M.

Always acting in your best interest.

We can’t control the ups and downs of the market, but you can have confidence we’re doing right by you and your investments. 
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    We’re a fiduciary.

    We are an SEC-registered investment advisor, which means we’re legally bound to put your interests first when investing your money.
    Learn more

  • A pile of cash surrounded by a rope barrier.

    SIPC coverage up to $500K.

    Member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org

  • A coin going into a slot.

    Fees in line with service.

    No commissions or upsell. We’re motivated by what’s best for you, our fees are tied to how your account grows.

A low fee for big dreams.

For just $4 a month or 0.25% annually, you get all the benefits of automated investing: expert-built portfolios, ongoing guidance, and tax-efficient strategies at just a fraction of the cost of a traditional advisor. 

Learn more about pricing ➔
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