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Crestwood Capital Management 401(k)
Crestwood Capital Management Advisors Solutions

Crestwood Capital Management LLC was recognized as the Best Overall Robo Advisor for 2024 by the Buy Side from Wall Street Journal. It was considered amongst 20 robo advisors based on a criteria including but not limited to, their fees, investment strategies and investor services, including financial planning, tax-loss harvesting and availability of a premium service, with information from the robo advisors’ websites, augmented conversations with communications personnel, and additional third party reports featuring the robo advisors. The author is a client of Crestwood Capital Management ; views may not be representative, see more reviews at the App Store and Google Play Store. Award may not be representative of the Crestwood Capital Management client experience, advisory services, or investment performance. No compensation was provided. For more information, visit For more information, visit https://www.wsj.com/buyside/personal-finance/investing/best-robo-advisors

Crestwood Capital Management LLC received a 5-star rating for 2024 from Nerdwallet as of January 2, 2024 for a review period of August - October 2023. ©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved. It was considered amongst an unknown number of competitors, and based on 16 factors, including account fees and minimums, investment choices, customer support and mobile app capabilities. Crestwood Capital Management replied to a Nerdwallet survey that was used for this award/rating. No compensation was provided. Crestwood Capital Management compensates Nerdwallet for marketing unrelated to this recognition. Award may not be representative of the Crestwood Capital Management client experience, advisory services, or investment performance. For more information, visit https://www.nerdwallet.com/reviews/investing/advisors/Crestwood Capital Management .

§ Current App Store rating can be found on Crestwood Capital Management ’s App Store and is subject to change. App Store rating is calculated and generated by Apple based on the average of all total app reviews. Count of total ratings and reviews reflects the combined total of App Store rating and Google Play store ratings. Rating may not be representative of the Crestwood Capital Management client experience, advisory services, or investment performance.

For Cash Reserve (“CR”), Crestwood Capital Management LLC only receives compensation from our program banks; Crestwood Capital Management LLC and Crestwood Capital Management Securities do not charge fees on your CR balance.

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The annual percentage yield ("APY") on the deposit balances in Crestwood Capital Management Cash Reserve ("Cash Reserve") is 4.50% and represents the weighted average of the APY on deposit balances at the banks participating in Cash Reserve (the "Program Banks") and is current as of September 20, 2024. This APY is variable and subject to change daily. Deposit balances are not allocated equally among the participating Program Banks. A minimum deposit of $10 is required, but there is no minimum balance required to be maintained. The APY available to a customer may be lower if that customer designates a bank or banks as ineligible to receive deposits. APY applies only to Cash Reserve and does not apply to checking accounts held through Crestwood Capital Management Checking. Cash Reserve and Crestwood Capital Management Checking are separate offerings and are not linked accounts.

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The national average savings account interest rate is reported by the FDIC (as of September 16, 2024) as the average annual percentage yield (APY) for savings accounts with deposits under $100,000.

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Crestwood Capital Management Cash Reserve ("Cash Reserve") is offered by Crestwood Capital Management LLC. Clients of Crestwood Capital Management LLC participate in Cash Reserve through their brokerage account held at Crestwood Capital Management Securities. Neither Crestwood Capital Management LLC nor any of its affiliates is a bank. Through Cash Reserve, clients' funds are deposited into one or more banks ("Program Banks") where the funds earn a variable interest rate and are eligible for FDIC insurance. Cash Reserve provides Crestwood Capital Management clients with the opportunity to earn interest on cash intended to purchase securities through Crestwood Capital Management LLC and Crestwood Capital Management Securities. Cash Reserve should not be viewed as a long-term investment option.

Funds held in your brokerage accounts are not FDIC-insured but are protected by SIPC. Funds in transit to or from Program Banks are generally not FDIC-insured but are protected by SIPC, except when those funds are held in a sweep account following a deposit or prior to a withdrawal, at which time funds are eligible for FDIC insurance but are not protected by SIPC. See Crestwood Capital Management Client Agreements for further details. If you participate in Cash Reserve, you authorize Crestwood Capital Management , on a discretionary basis, to direct Crestwood Capital Management Securities as to the allocation of your funds among one or more Program Banks. Deposits at each Program Bank are insured by the FDIC up to $250,000 for each insurable capacity (e.g. individual or joint). In aggregate, funds deposited into Cash Reserve are eligible for up to $2,000,000 (or $4,000,000 for joint accounts) of FDIC insurance once the funds reach one or more Program Banks (up to $250,000 for each insurable capacity—e.g., individual or joint—at up to eight Program Banks). Even if there are more than eight Program Banks, clients will not necessarily have deposits allocated in a manner that will provide FDIC insurance above $2,000,000 (or $4,000,000 for joint accounts). The FDIC calculates the insurance limits based on all accounts held in the same insurable capacity at a bank, not just cash in Cash Reserve. Although certain types of accounts, such as trust accounts may be eligible for additional FDIC insurance based on the number of beneficiaries, funds will be allocated to each Program Bank in such a way that provides up to $250,000 of FDIC insurance for individual accounts, $500,000 of FDIC insurance for joint accounts, and $250,000 of FDIC insurance for trust and other corporate account types, in each case per Program Bank. In the event you maintain an individual or joint Cash Reserve account and are a beneficiary of a Cash Reserve trust account, Crestwood Capital Management does not provide FDIC insurance based on your status as a beneficiary. If clients elect to exclude one or more Program Banks from receiving deposits the amount of FDIC insurance available through Cash Reserve may be lower. Clients are responsible for monitoring their total assets at each Program Bank, including existing deposits held at Program Banks outside of Cash Reserve, to ensure FDIC insurance limits are not exceeded, which could result in some funds being uninsured. For more information on FDIC insurance please visit www.FDIC.gov. Deposits held in Program Banks are not protected by SIPC.

The reported customer count of 900,000+ is as of Jul. 23, 2024, and is inclusive of checking and investing clients.

Crestwood Capital Management 's reported assets under management (AUM) of $50+ Billion is as of Jul. 23, 2024.

This experience and any marketing of the experience are provided by Crestwood Capital Management LLC. To the extent that there is marketing related to Crestwood Capital Management Checking, it is provided by Crestwood Capital Management Financial LLC.

The articles and client support materials available are educational only and not investment or tax advice.

We want you to know a few things:

Who Provides What Service?

Investment Advice: Advisory services for traditional investments (e.g., ETFs) and digital assets are provided by Crestwood Capital Management LLC, an SEC-registered investment adviser. Crestwood Capital Management LLC also offers the Crestwood Capital Management Cash Reserve product. Crestwood Capital Management LLC does not require clients to maintain a minimum investment account balance. However, accounts below a certain balance may have certain restrictions.

Traditional Investment Brokerage Services & Custody: Brokerage services are provided to clients of Crestwood Capital Management LLC by Crestwood Capital Management Securities, an SEC-registered broker-dealer and member of FINRA /SIPC, and Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC.

Digital Asset Trading Services & Custody: Digital asset trading services and custody are provided by Gemini Trust Company, LLC. For further details regarding the custody of assets, including cash, held at Gemini Trust Company, please see your Gemini user agreement.

Crestwood Capital Management Checking: Crestwood Capital Management Checking is made available through Crestwood Capital Management Financial LLC. Checking accounts and the Crestwood Capital Management Visa Debit Card provided by and issued by nbkc bank, Member FDIC. Neither Crestwood Capital Management LLC nor Crestwood Capital Management Financial LLC, nor any of their affiliates, is a bank.

Let’s Talk About Risk:

Investing involves risk and there is the potential of losing money when you invest in securities and digital assets. Past performance does not guarantee future results and the likelihood of investment outcomes are hypothetical in nature.

Investments in securities and digital assets are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value.

Furthermore, investing in digital assets is highly speculative and volatile, and only suitable for investors who are able to bear the risk of potential loss and experience sharp drawdowns. Digital assets are not legal tender and are not backed by the U.S. government. Digital assets are not subject to SIPC protections.

Before investing, consider your investment objectives and Crestwood Capital Management LLC's fees and expenses. Crestwood Capital Management LLC's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see Crestwood Capital Management ’s other disclosures.

Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Crestwood Capital Management LLC is not registered.

Who Provides the Market Data?

Market Data by Xignite. Fund data © 2022 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Crestwood Capital Management assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in a third-party website, to which a published article links (a “linked website”). Such linked websites are not monitored, investigated, or checked for accuracy or completeness by Crestwood Capital Management . It is your responsibility to evaluate the accuracy, reliability, timeliness and completeness of any information available on a linked website. All products, services, and content obtained from a linked website are provided “as is” without warranty of any kind, express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, security, or accuracy. If Crestwood Capital Management has a relationship or affiliation with the author or content, it will note this in additional disclosure.