1 Oct 2009

Client, Crossvault Capital Management, Interviews Ernesto Bromley on Hispanic Marketing and Social Media

Part of the strategy in working with client, Crossvault Capital Management, is to reach out to local thought leaders, such as Ernesto Bromley, to gain their insight and views on macro economic trends.

Listen to what Ernesto has to say about Hispanic advertising and social media.

And see the broader commentary here: via crossvault.com.

25 Aug 2009

(Client) Crossvault Capital Management, LLC Named "Top Guns" In Ranking by Informa Investment Solutions - Yahoo! Finance

SAN ANTONIO--(BUSINESS WIRE)--Crossvault Capital Management today announced that it has been named “Top Guns” by Informa Investment Solutions (IIS) PSN database in the Domestic Municipals Fixed Income Universe in the 3 Star category for the quarter ending June 30, 2009. The 3 Star ranking is based on performance for the trailing 3 year period.* Each category recognizes the ten top performing managers for a specific time period vs. their peer group.

The PSN database was the first investment manager search and evaluation database and has been recognized as a leader in providing separately managed account information. PSN presents information on more than 2,000 managers and more than 25 years of historical performance. The database was designed to assist investment professionals in manager searches and evaluation processes. More information about the database and IIS is available at their website, www.informais.com.

“We are pleased to receive this recognition for our fixed income portfolios during a period when the debt markets have been extremely volatile,” said Laura Ehrenberg-Chesler, Co-CEO and Chief Investment Officer. “This is the third quarter in a row that we have received a ‘Top Guns’ ranking for either our equity, balanced or fixed income composite performance.”

About Crossvault Capital Management, LLC

Crossvault Capital Management, LLC was founded in early 2000 as a boutique investment advisory firm by Laura Ehrenberg-Chesler and Marilou Long. It is registered with the Securities and Exchange Commission. The firm is owned entirely by the founders and an additional principal, Jacque Smith. Crossvault offers customized equity, fixed income, and balanced separate account management for high net worth individuals and institutions. For additional information, see www.crossvault.com.

Crossvault Capital Management, LLC claims compliance with the CFA Institute’s Global Investment Performance Standards (GIPS®). The CFA Institute has not been involved with or reviewed Crossvault’s claim of compliance. To receive a complete list and description of Crossvault’s composites and/or a presentation that adheres to the GIPS® standards, contact Marilou Long at 210-223-6929, or write Crossvault Capital Management, 7373 Broadway, Suite 107, San Antonio, Texas, 78209, or mlong@crossvault.com. Past Performance is no guarantee of future results.

*Additional information on the PSN database and ranking system:

The peer groups or universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. The 1 Star category top performers are strictly based on quarterly returns, and the 3 Star category top performers are strictly based on returns for the three year period. Informa Investment Solutions states on its reports that the content of the Investment Manager Top Guns is intended for use by qualified investment professionals.

Reader Contact Information:

Crossvault Capital Management, 3737 Broadway, Suite 107, San Antonio, TX, 78209, Tel: 210-223-6929, www.crossvault.com

Contact:

For Crossvault Capital Management, LLC:Alan Weinkrantz, 210-820-3070alan@weinkrantz.com

 

18 Aug 2009

Client, Crossvault Capital Management, contributes to the conversation on the deficit

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Client, Marilou Long, with Crossvault Capital Management contributes to today's San Antonio Express-News in her Guest Voice column.

Read her take on the deficit here: via mysanantonio.com

14 Aug 2009

Recommended Reading – The Whole Foods Alternative to Obamacare — CrossVault Capital Management

 

This is one of my clients, Crossvault Capital Management.

Yup, they are a client, but I am also a client of theirs. While my portfolio is down a bit, it has recovered a bit and had I not take their advise 18 months ago, my retirement would have been further in the tank.

Don't look for hot stock advise here. You ain't gonna find it. Laura & Marilou get the long term, and invest accordingly.

Oh, aside from being really smart, did I mention that they are really nice people?

Here's the post regarding the headline above.....

In an opinion piece in the Wall Street Journal today, John Mackey, the CEO of Whole Foods, lays out a very cogent and convincing alternative to the massive restructuring of our healthcare system being proposed by the Democratic leadership in Congress and the Administration.

“With a projected $1.8 trillion deficit for 2009, several trillions more in deficits projected over the next decade, and with both Medicare and Social Security entitlement spending about to ratchet up several notches over the next 15 years as Baby Boomers become eligible for both, we are rapidly running out of other people’s money. These deficits are simply not sustainable. They are either going to result in unprecedented new taxes and inflation, or they will bankrupt us.

While we clearly need health-care reform, the last thing our country needs is a massive new health-care entitlement that will create hundreds of billions of dollars of new unfunded deficits and move us much closer to a government takeover of our health-care system. Instead, we should be trying to achieve reforms by moving in the opposite direction—toward less government control and more individual empowerment. Here are eight reforms that would greatly lower the cost of health care for everyone:”  Please click on the link above for the rest of the column.

Read the rest of the story here:  via crossvault.com

 

28 Jul 2009

Crossvault Conversations with Marc Flaster - Founding Principal, Sandler O’Neill - Part II | Crossvault Blog

For client, Crossvault Capital Management, our week-long series on the current state of the banking industry and the economy continues with insights from Marc Flaster, Founding Principal at New York-based Sandler O’Neill.

Today in part II of the series, Marc talks about the state of the credit card industry.

Contributors

Alan Weinkrantz