April 5, 2012 (WASHINGTON, D.C.) – Evermay Wealth Management, working
closely with Deer Isle Capital, has partnered with Crystal Capital Partners to offer
portfolios of institutional-quality hedge funds to Evermay’s HNW and institutional
Crystal Capital’s services provide qualified investors with access to institutional-quality
hedge fund portfolios, with a $1 million investment and no per-manager minimum.
Portfolios are customized to meet investors’ unique return, risk, liquidity, diversification,
strategy and allocation objectives; and investors benefit from separately managed hedge
fund portfolios, segregated asset protection, and liquidity control.
Evermay is the latest in a growing list of family offices, private banks, and advisors to
engage with Crystal Capital and Deer Isle.
“Many of our investors are looking to alternative investments to help balance the
volatility and return of their overall portfolio. We can now meet our investors’ demands
and provide them with the same opportunities as the world’s largest investors,” says
William C. Pitt, IV, Managing Director of Evermay.
“We are delighted to announce this latest relationship with Evermay. Our industry is
evolving from a one-size-fits-all mindset, to a customized hedge fund portfolio approach.
Investors demand institutional-quality investments, analytical technology, transparency,
independent service providers, and control over their investment decisions. We are
leading this movement by providing a full suite of hedge fund portfolio services that help
advisors expand their business and meet the unique needs of their investors,” says Steven
Brod, CEO of Crystal Capital Partners.
“We are starting to see a shift towards alternative assets from a wide variety of investors
who are new to alternatives,” says Dianna Raedle, founder and CEO of Deer Isle.
“Crystal Capital provides a total solution including access to many of the most wellrespected
and institutional funds; access which is usually reserved for only large
institutional investors.” John Saunders, director of Deer Isle, adds: “Investors are looking
to alternative investments to help balance the volatility and return of their overall
portfolios. Crystal Capital provides not just access to the largest hedge funds, but the analytics and qualitative support to create an optimized portfolio and allocate through a
single set of documents.”
For more information, contact:
Biljana McKinley, Evermay Wealth, email@example.com, (202) 293-9113
Stephen Parker, Deer Isle Capital, firstname.lastname@example.org, (212) 488-0555
Mark Fitzpatrick, Crystal Capital, Mfitzpatrick@crystalfunds.com, (305) 868-1500
About Evermay Wealth Management
Evermay Wealth Management is an advisory firm providing comprehensive wealth
management to a select clientele. Our single shared goal is to offer long-term financial
partnership, informed decision-making and financial peace of mind. We achieve that
objective by providing the capabilities of a large financial institution, along with the
personal attentiveness only a private firm can offer. We pride ourselves on suggesting
innovative strategies, while offering objective advice and expert guidance in assessing
the wide array of available investment options. We also provide access to a host of
exclusive, alternative investment opportunities through our elite network of wealth
management resources, to which we are proud to add Deer Isle Capital and Crystal
About Deer Isle Capital
Deer Isle Capital is an advisory firm focused on providing catalyst capital to funds or
companies which would like to accelerate growth or complete a restructuring. Deer Isle
has an extensive track record in raising capital for a variety of products including funds
and companies that would like to access the US institutional market. Deer Isle is a
FINRA-registered broker dealer and a certified woman-owned business. In addition,
Dianna Raedle is a 2011 winner of the International Women Entrepreneurial Challenge
sponsored by the Manhattan Chamber of Commerce.
About Crystal Capital Partners
For over 20 years we have provided comprehensive hedge fund portfolio services and
solutions to financial advisors, wealth managers, family offices, and consultants, as well
as foundations, pensions, endowments and other qualified investors. A true partner to the
wealth management industry, Crystal empowers financial intermediaries to compete for
clients while delivering a robust level of service. Crystal’s services include access to
institutional quality hedge fund portfolios coupled with an operational infrastructure that
features independent service providers for added investment oversight, hedge fund due
diligence, analytical tools, portfolio construction technology and more. Crystal Capital
Partners, LLC is a registered investment adviser with the SEC and is also registered with
the CFTC. For more information, please visit www.crystalfunds.com.