CrestStock has a long track record of managing the complexities of assets.



These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead.

View Certificate of Incoporation



Foreign Exchange

CrestStock finance offers a broad array of professional services and access to the global foreign exchange markets for commercial and institutional clients.
Read more ...


As one of the world's largest investors in real estate, we own and operate iconic properties in the world's most dynamic markets.
Read more ...


We are one of the world's largest infrastructure investors, owning and operating assets across the utilities, transport and energy.
Read more ...

Fixed Income

We meet our investor's needs by offering a broad fixed income solution set and targeted global market intelligence.
Read more ...


Stock trading involves buying and selling shares in companies in an effort to make money on daily changes in price. Traders watch the short-term price fluctuations of these stocks closely and then try to buy low and sell high.
Read more ...

Options Copy trading

With over 500+ registered and regulated traders on CrestStock, you get the liberty to beat the PDT and day trading requirements by getting started with our copy trading tool below the $25k minimum requirement, get a more advanced view of the Market data Center, more enhanced pricing and Mirror your desired/ dream expert on the best linked platform like Thinkorswim, Webull, Robinhood. At CrestStock we thrive to bring you the modern trading experience.
Read more ...

How to trade options in four steps

* Investment objectives. - This usually includes income, growth, capital preservation or speculation.

* Trading experience. - The broker will want to know your knowledge of investing, how long you’ve been trading stocks or options, how many trades you make per year and the size of your trades.

* Personal financial information. - Have on hand your liquid net worth (or investments easily sold for cash), annual income, total net worth and employment information.

* The types of options you want to trade. - For instance, calls, puts or spreads. And whether they are covered or naked. The seller or writer of options has an obligation to deliver the underlying stock if the option is exercised. If the writer also owns the underlying stock, the option position is covered. If the option position is left unprotected, it's naked.

Options trading

Options trading is when you buy or sell an underlying asset at a pre-negotiated price by a certain future date.

Trading stock options can be complex — even more so than stock trading. When you buy a stock, you just decide how many shares you want, and your broker fills the order at the prevailing market price or a limit price you set. Options trading requires an understanding of advanced strategies, and the process for opening an options trading account includes a few more steps than opening a typical investment account.

In 2022, the stock market has seen its share of highs and lows amid concerns about inflation, Russia's invasion of Ukraine and rising oil prices. When the market is volatile, options trading often increases, says Randy Frederick, managing director of trading and derivatives with the Schwab Center for Financial Research.

“You can use options to speculate and to gamble, but the reality is ... the best use of options is to protect your downside,” he says. "Options are one way to generate income when the markets aren’t going up.”

According to the Options Clearing Corporation, there were 939 million options contracts traded in March 2022, up 4.5% compared with March 2021. It was second-highest trading month on record.


Welcome to CrestStock

We begin by getting a deep understanding of your personal situation, goals and needs. CrestStock Finance uses this information in our top-down investment process to first determine the mix of Alternative funds, fixed income, cash or other securities that maximizes the likelihood of reaching your financial goals.

We believe this decision has the biggest impact on your returns over time. From there, we emphasise parts of the market we believe will perform best, such as different countries and assets market sectors. Finally, we analyze individual stocks and other securities and select those we believe will perform best. We believe this active, flexible approach to portfolio management enables us to capitalize on global investing opportunities and help you achieve your financial goals.

Investment Strategy

We seek out business teams with the coherence and expertise to develop a project capable of reaping long-term financial returns, which has positioned us as a firm with reliable investment expertise and dependable profitability.

We know that established branding enhances the value and dependability of investments.

We identify businesses with strong management teams and a demonstrated record of sustained growth and strong financial returns.

We have a unique network of contacts with government and business leaders throughout the United States and around the world.

We seek out opportunities for capitalizing on untapped value that others have failed to recognize.

Mirror Your Desired Expert

CrestStock offers automated Mirror trading services across all sectors, Find your desired expert, get your account linked to their services and mirror the trades, learn as well through the trades, across various Market and sectors, Options, derivatives, currency pairs, Swings/ Scalp trading, Crypto currencies, Forex and Index. With over 90% protection on trading capital with stop loss softwares and indicators. At CrestStock, Clients capital security is always our major Concern.

Wealth Planning

We help our clients understand the path of their finances through comprehensive wealth planning. This complimentary service empowers our clients to realize the true potential of their wealth, and empowers us to thoughtfully manage their investments.

Read More

Wealth Planning

We help our clients understand the path of their finances through comprehensive wealth planning. This complimentary service empowers our clients to realize the true potential of their wealth, and empowers us to thoughtfully manage their investments.

Read More

Responsible Investing

At CrestStock Finance we consider environmental, social and governance (ESG) issues throughout the investment decision-making process and life-cycle. We believe that robust and well-implemented ESG policies and practices contribute directly to the long-term success and sustainability of our portfolio companies. Implemented effectively, they help us to protect and enhance reputation and financial performance whilst creating stronger, more valuable companies which can create benefits for all stakeholders: from employees to customers, suppliers to shareholders, and the wider community at large.

We review our approach to ESG regularly to ensure that it continues to reflect best practice.

Professional Portfolio Management

CrestStock believes portfolio management is far more than just buying stocks and bonds and hoping they do well. We combine a tested "top-down" investment approach with personalized planning to build a portfolio tailored to your long-term financial goals. Our proven approach has attracted over $649 billion* from a global base of individual and institutional clients.

A philosophy rooted in the pursuit of alpha

Our clients rely on us to deliver performance alpha consistent with their specific objectives, taking into account both the level of return and the amount and type of risk taken to achieve it. In our experience, the best way to deliver true alpha is through fundamental, bottom-up research and disciplined portfolio construction, leveraging the skills of our highly experienced investment teams.

A focus on long-term, risk-adjusted returns

Our teams understand the importance of pursuing outcomes with superior risk/return characteristics. This focus is embedded in each step of the investment process.

High-conviction, risk-aware portfolios

Our focus on proprietary, security-level research allows us to build high-conviction, differentiated portfolios. Our risk management processes provide valuable insight to help our teams understand potential outcomes.

Specialized experience

Our equity teams are led by industry veterans—many with decades of experience managing their respective strategies—who work tirelessly to implement investment processes that can endure through changing markets.

Research driven

In an environment defined by uncertainty, the role that independent, bottom-up research and analysis plays in the investment process becomes ever more critical. Our structure fosters a research environment characterized by focused investment teams and embedded analysts with the ability to take advantage of our global reach.

Proprietary research

Original research is the cornerstone of effective investment processes. We pride ourselves on conducting bottom-up, independent research to generate unique company insight.

Global connectivity

We’re proud of our collaborative culture. It’s evident in the way we share our work across investment teams and asset classes—from formal collaboration to informal engagements, our research efforts are truly global. We harness all of our intellectual capital for the benefit of our clients.

Engaged debate

Our culture actively promotes a diversity of views. Open exchanges of ideas enables our teams to refine their investment theses and bring us closer to identifying the best investment ideas.

Multidimensional risk management

CrestStock risk management is at the heart of everything we do. It starts with clearly defined and transparently communicated investment processes, includes formal ESG analysis with the support of dedicated specialists, and continues with ongoing multiple levels of portfolio and operational oversight. The goal is for our portfolio teams to take risk in alignment with client expectations.

Clear investment processes

Our transparent investment processes detail how each investment team identifies and implements investment opportunities and the risk/return profile to be expected. We believe that strict adherence to these guidelines is one of the most effective forms of risk management.

ESG integration

As a signatory of the United Nations-supported Principles for Responsible Investment (UN PRI) initiative, we're committed to investing responsibly and supported by a global team of dedicated ESG specialists whose recommendations help shape the investment process.

Robust oversight

Portfolio risk management is supplemented by our independent risk and quantitative analytics team—which partners with investment teams to measure behavioral biases and other risks but reports to senior investment management—and an operational risk management function that assesses risk across the complex.

Here to guide your next step.

Our advisors can get you closer to your dreams-showing you the right financial steps to take today and in the days to come. Here's what you can expect when you work with one:

Answers to the questions you have, and the ones you never knew you had

Help seeing your financial blind spots and ways to account for them

A judgment-free, pressure-free environment

A financial partner who sees where you are now and where you want to go