Private wealth, built around you.
A personal approach to capital —
with expertise, access, and technology.
Advisory and execution are provided by licensed financial partners.
Dedicated manager
One point of contact across your portfolio,
partners, priorities, and follow-through.
Licensed partners
Advisory and execution are provided by
licensed financial partners.
Account ownership
Assets stay with IBKR or another provider
in an account held in your own name.
No standard solution.
By design.
Different assets and priorities.
A setup designed around both.
Portfolio context
Structure, allocation, performance, and key risks.
Selected ideas
Thesis, context, horizon, and risk framing.
Personal support
Direct access to your Cresco team when you need it.
Three ways to work with capital.
Choose the format that fits today. Expand as your needs evolve.
Opportunities
Smart Brokerage
Structured access
to investment ideas.
Investment ideas
Thesis, context, and horizon
Structured execution
with risk and position size defined upfront
Execution through
a licensed financial partner
Portfolio strategy
Advisory
Portfolio strategy, allocation, and ongoing review.
Personal allocation
Aligned with your goals, time horizon, and risk profile
Diversified portfolio
with clear structure and ongoing oversight
Regular review
with adjustments over time
Private wealth
Cresco Signature
Capital architecture
for broader wealth needs
Capital coordination
across your broader priorities
Tailored setup
for your assets and needs
Deeper work
on asset structure,
liquidity, and long-term planning
Smart Brokerage
Selected opportunities with a clear thesis, defined risk, and a plan.
Selected ideas with a clear investment thesis
Structured entry, monitoring, and exit support
Risk and position size framed upfront
You approve each step and remain in control
Investment ideas, advisory, and execution are provided by licensed financial partners.
Historical Smart Brokerage ideas
Gross model history and the ideas behind it, with entry, position size, exit, and outcome.
Smart Brokerage model performance
Gross model based on historical ideas, recommended position sizes, and sequential reinvestment.
Model snapshot
Gross model return
+196.6%Executed ideas
75Max drawdown
-16.1%Model period
May 2024 - Jun 2026Completed ideas
Historical ideas ledger
Each row represents one Smart Brokerage idea, not a full client portfolio return.
| Date | Idea | Position size | Entry | Exit | Gross return |
|---|---|---|---|---|---|
| Jun 15, 2026 | Magnite Inc MGNI • Digital Advertising Independent sell-side advertising platform | 15% | $16.30 | $18.90 | +16.0% |
| Jun 9, 2026 | Robinhood Markets Inc HOOD • Fintech Brokerage Retail brokerage and financial app | 15% | $85.00 | $107.60 | +26.6% |
| May 14, 2026 | Alibaba Group Holding Ltd ADR BABA • E-Commerce & Cloud Chinese e-commerce and cloud technology group | 15% | $141.50 | $111.70 | -21.1% |
| May 12, 2026 | Figure Technology Solutions Inc FIGR • Fintech Infrastructure Blockchain-based lending and capital markets platform | 10% | $40.00 | $34.00 | -15.0% |
| May 8, 2026 | Rocket Lab Corp RKLB • Space Systems Small-launch and space systems company | 15% | $85.00 | $107.00 | +25.9% |
Gross before fees, taxes, slippage, FX, and brokerage costs. Ideas without an executed entry are excluded.
Examples refer to individual ideas available through licensed partners, not Cresco or client portfolio performance. Past performance is not indicative of future results.
Less noise. More clarity.
Concise updates on what changed, why it matters, and where attention may be needed.
Weekly market video brief
A concise video recap of the week’s key market developments.
Daily short digest
A quick written market update without the usual noise.
Personal portfolio recap
Changes, drivers, and points worth discussing.
Informational only. Not personal investment advice.
Cresco,
wherever you are.
Stay connected to your Cresco relationship — review selected opportunities, follow portfolio context and market updates, and keep important next steps close at hand.
Brokerage assets stay in your name.
Cresco does not custody client assets.
Assets may be held at Interactive Brokers or another suitable broker or custodian, depending on your setup.
Client
Account Owner
Cresco Client Interface
Broker / Custodian Account
Account in the client’s name
Held externally
You remain the account owner
The account remains in your own name.
Flexible custody
IBKR or another suitable broker or custodian.
Reporting remains transparent
Ownership, reporting, and portfolio information remain clear and accessible.
Cresco does not hold client funds.
Four steps to working with Cresco.
From first conversation to setup,
then into ongoing support.
Connect
Tell us about your goals and priorities.
Profiling & KYC
Complete profiling and KYC with the relevant licensed financial partner.
Brokerage setup
Open or connect the right account.
Activate
Access ideas, reporting, recaps, and ongoing support.
Frequently asked questions
What is Cresco?
Cresco is a premium digital wealth platform built around personal support, selected opportunities, portfolio work, and licensed partners.
How is Cresco different from a brokerage app?
Brokerage apps are built around transactions. Cresco is built around ongoing portfolio work, selected opportunities, and personal support.
What is Smart Brokerage?
Smart Brokerage gives clients access to selected investment ideas with a clear thesis, market context, horizon, and risk framing. It is not a signal service or retail trading feed.
How are Smart Brokerage, Advisory, and Cresco Signature different?
Smart Brokerage focuses on selected opportunities. Advisory adds portfolio strategy and ongoing review. Cresco Signature adds broader capital architecture and specialist coordination.
Where are my assets held?
Brokerage assets may be held at Interactive Brokers or another suitable broker or custodian. The account remains in your own name.
Who provides advisory and execution?
Advisory, portfolio decisions, and trade execution are provided through licensed financial partners. Cresco acts as the technology platform and client interface.
What will I see inside the platform?
Your portfolio, opportunities, documents, recaps, and relevant next steps — with access to your Cresco team.
How do I get started?
Start with a short introduction. We then coordinate profiling, KYC, partner setup, and the appropriate brokerage connection before activating your Cresco format.
Find the right setup
for your capital.
Start with a short introduction and see which format
fits your goals, assets, and priorities.
Brokerage assets stay in your name. Advisory and execution are provided by licensed financial partners.