Courtlandt Financial Group

CONNECT

Address:

18218 McDurmott East, Suite A
Irvine, CA 92614

Phone:

800-994-7094

Fax/Other:

949-251-6911

More About Courtlandt

Formed in 1995, Courtlandt manages all activities from its corporate office located in Newport Beach, California. Led by our President and CEO, Michael Cruz, Courtlandt’s singular mission is preservation of capital while delivering high current cash flow using the “Endowment Management” investment approach.

Today, Courtlandt is pioneering a unique approach to endowment management for the multi-family office, institution and individual client. Under our “hybrid model” of investing, we manage money both through internal investment professionals, as well as, through relationships with third party managers. This approach provides depth and breadth to Courtlandt’s market perspectives.
 
Our internal money management team brings top-quality investment management to Courtlandt's FocusOn managed securities portfolios, while Erica Wagner heads our real estate investment team, delivering critical due diligence analysis and white glove service to our real estate sales, acquisitions and asset management teams. To complement our real estate team, the financing and mortgage planning team is committed to assuring top performance for our buyers and owners at the most competitive rates and terms. 
 
Our management policy ensures access to cutting-edge capability from specialized teams around the world. This active management approach, through both the internal and external platforms, permits Courtlandt to be nimble and responsive to changing market conditions, while providing broad diversification.
 
Courtlandt has built a world-class operational structure to support our investment activities. Our executive team and outstanding support staff brings a wide range of expertise to our investment management, estate and tax planning teams. These functions include all aspects of operations, as well as, information technology to develop and implement the systems necessary to support these activities.
 
Today, Courtlandt continues using innovative strategies and alliances to expand the boundaries of our portfolios and services. This includes our "Legacy Management", a unique estate planning and management service, which aims to support our clients and their heirs in the effort to successfully transfer and preserve wealth for future generations. 
 
 
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck