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The locally based investment advisoryu firm was nameda “Top Gun” in the Domesticf Balanced Universe in the 1 Star category for the quartee ended March 31, 2009. The 1 Star rankingh is based on performanc e for the mostrecent quarter. Co-CEOi and Chief Investment OfficerLaura Ehrenberg-Chesler says the companuy is pleased to receive the recognitio in the midst of the on-goinv market turmoil. “This has been a challenging environment forboth fixed-incomde securities and equities, and we feel that receivingh this designation following our two Top Guns in Februaryg validates our current strategy,” Ehrenberg-Chesler says.
Crossvaultf is registered with the SEC and is a boutiqued investment advisory firm that offerscustomized equity, and balanced separate-account management for high net-wortnh individuals and institutions. Informa maintains information on morethan 2,00 managers and more than 25 years of historical performance. The company’s database is designed to assisr investment professionals in manager searched andevaluation processes.
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