Market and Investment Insights

Quarterly Reviews

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Q3-2019 Quarterly Review

CrossPoint Financial brings to you the third quarter of 2019 portfolio review. We trust you find this type of communication helpful. It’s just one more way we try to keep you up to date on the status of markets and our portfolios.

Q2-2019 Quarterly Review

We are pleased to offer the Q2-2019 Quarterly Performance Review, a 3 part recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. We are excited to be able to share our knowledge of the financial industry;  hear first-hand distinctive insights about personal wealth management and today’s financial services industry.

Q1-2019 Quarterly Review

We are pleased to offer the Q1-2019 Quarterly Performance Review, a 3 part recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. We are excited to be able to share our knowledge of the financial industry;  hear first-hand distinctive insights about personal wealth management and today’s financial services industry.

Q4-2018 Quarterly Review

We are pleased to offer the Q4-2018 Quarterly Performance Review, a 3 part recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. We are excited to be able to share our knowledge of the financial industry; hear first-hand distinctive insights about personal wealth management and today’s financial services industry.

Q3-2018 Quarterly Review

We are pleased to offer the Q3-2018 Quarterly Performance Review, a 3 part recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. We are excited to be able to share our knowledge of the financial industry; hear first-hand distinctive insights about personal wealth management and today’s financial services industry.