Cratty & Swanson Advisors L.L.C.

Overview

Cratty & Swanson Advisors L.L.C. is a limited liability company that combines insurance brokerage with advisory services centered on financial planning and manager selection. The firm is owned by an individual and lists activities that include providing educational seminars and workshops in addition to advising clients. Its billing is handled through hourly fees and other, unspecified charge arrangements. Cratty & Swanson identifies itself as a capital allocator, sourcing investment managers and third‑party solutions rather than running a large in‑house investment platform. The firm does not present itself as an active ESG investor.

Investments & Alternatives

Location & Offices