Home /  About /  Contact

Cross Financial Services is a small firm with a large amount of experience and expertise. Our staff is comprised of professionals with experience at large CPA firms as well as corporate CFO, controller and staff accounting positions.

Contact us today to get started!

Cross Financial Services, LLC
10 Highland Avenue
Franklin IN 46131
317.560.4045

Investing

Cross Financial is a Registered Investment Advisory firm registered with the state of Indiana

Our investment competency is built upon our fixed income investment portfolio management experience. With 15 years of experience managing investment portfolios ranging from $10 million to $75 million, we have seen a plethora of different investing environments. Our focus is on total return, not just yield, without compromising on credit risk.

Cross Financial Services is not affiliated with a brokerage firm and therefore does not promote a limited inventory of investment options that may or may not be right for our clients. Our strategic differentiation from other portfolio managers is our actual community banking CFO experience, which gives us a full balance sheet understanding and viewpoint. We also do not recommend or purchase for our clients any investments that we would not own ourselves.

Investing services include:

  • Investment portfolio management services
  • Policy review and compliance testing
  • Portfolio benchmarking and performance measurement
  • Credit review and OTTI analysis

Our attention to your portfolio will drive total return on your investments.

Contact us today to get started!