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Although we have managed capital for some of the largest institutions in the world, our principal focus is on long-term relationships with private investors.

Crossbeam’s implementation of industry-leading Juniper Square software offers every Crossbeam investor a customized and secure reporting dashboard for their positions, with all tax, reporting and investment documentation available on a 24/7 basis. Armed with real-time insight of investment performance, our clients can take an active role in setting goals and evaluating outcomes.

Juniper Square is our digital partnership platform. This industry-leading technology provides our investors with portal access and reporting for all their investments.