Powerful Network

Succeeding Together With World-Class Partners

The Sanctuary network is a powerful asset for wealth managers and portfolio managers.  We bring together advisors to share ideas and best practices and partner with third parties who deliver the services you need to succeed.

Sanctuary Network Firms

Sanctuary Partners

JMP Group is a full-service investment bank and asset management firm that provides investment banking, sales and trading, and equity research services to corporate and institutional clients and alternative asset management products to institutional and high-net-worth investors.

Fortigent provides investment research, manager due diligence, and comprehensive performance reporting to Sanctuary clients.

Lattice works with Sanctuary to create global diversified portfolios using low cost and liquid instruments.

Blue Marlin Partners is a PR and social media firm that drives the marketing strategy of entrepreneurial companies.

Charles Schwab, Pershing, and TD Ameritrade are independent, third-party custodians who provide safekeeping of assets for Sanctuary clients.

Ashland Partners & Co, LLP provides GIPS Compliance and Verification services for Crosspoint’s performance reporting. The GIPS standards are ethical standards for investment performance presentation to ensure fair representation and full disclosure of an investment managements firm’s performance.

Black Diamond Performance Reporting, LLC is a leading provider of web-based portfolio reporting platforms for independent advisors in the investment management industry.