Washington Crossing Advisors

Kevin Caron, a CFA charterholder, serves as senior portfolio manager and is the principal voice on asset allocation. He steers the group's investment committee process, which determines the tactical shifts between equity, fixed-income, and cash positions. The committee's work is informed by an in-house macro research function that Caron leads publicly.

The firm relies primarily on top-down macroeconomic analysis rather than bottom-up stock picking or private-market sourcing. Its investment committee runs proprietary risk models that assess Federal Reserve policy, earnings trends, and volatility signals. The output is a series of tactical allocation calls that adjust portfolio exposures across broad asset classes.

It operates as an investment strategy group within Stifel Financial's wealth management and institutional business. It is not a family office. The group designs and publishes the asset allocation models that downstream advisors and portfolio managers execute for their end clients, functioning as a centralized intellectual hub.

No. The group's mandates concentrate on liquid public markets — primarily large-cap U.S. equities, investment-grade fixed income, and cash instruments. There is no public record of the group engaging in direct co-investments, private credit origination, or venture-stage allocations.

The firm does not publicly participate in co-investment structures. Its published work and model portfolios reflect a preference for liquid, transparent instruments that can be rebalanced quickly in response to shifts in their tactical outlook, which makes illiquid co-investment vehicles incompatible with their process.