Our Strategic Partners

At Cravens & Co., we believe exceptional outcomes require more than investment management alone. We work alongside a carefully selected group of strategic partners—tax professionals, legal advisors, custodians, and institutional investment firms—to ensure our clients benefit from deep expertise across every dimension of their financial lives.

These partnerships allow us to deliver coordinated, high-level advice while remaining fully independent and objective. We serve as the central advisor, integrating each specialist’s insight into a cohesive strategy aligned with your goals.

Tax & Legal Planning Partners

• Atkinson, Asberry & Sandlin, CPAs
  Tax Compliance & Strategic Tax Planning
  We collaborate closely with Atkinson, Asberry & Sandlin to align tax strategy with investment, estate, and business planning decisions—helping clients manage complexity, minimize friction, and plan proactively.
• Allen Blevins, JD, CPA, PLLC
  Trust, Estate, Business & Philanthropic Planning
  Allen Blevins provides sophisticated legal and tax guidance across estate planning, trust structuring, business succession, and charitable strategies, supporting long-term wealth transfer and legacy planning.

Custody, Reporting & Portfolio Infrastructure

• Charles Schwab
  Primary Custodian & Investment Research
  Schwab serves as our primary custodian, providing institutional-grade custody, trading execution, reporting, and independent investment research—ensuring transparency, security, and operational efficiency.

Investment Research & Portfolio Construction

• Dimensional Fund Advisors (DFA)
  Engineered Indexing & Evidence-Based Portfolio Design
  DFA supports our investment process through disciplined, research-driven portfolio construction, including engineered and private indexing strategies designed to enhance diversification and manage risk.
• Canvas
  Direct Indexing & Tax-Managed Portfolio Implementation
  Canvas supports tax-aware portfolio construction through direct indexing and customization, allowing us to implement portfolios that align with client values, manage concentration risk, and improve after-tax outcomes.
• Nuveen
  Municipal Bond Management & Fixed Income Strategies
  Nuveen supports our fixed income platform through municipal bond strategies designed to provide tax-advantaged income, capital preservation, and diversification—particularly for high-income and high-net-worth investors.
• Goldman Sachs
  Investment Research
  We leverage Goldman Sachs’ global market research to inform macroeconomic insights, asset allocation discussions, and risk assessment within client portfolios.

Private Markets & Alternative Investments
We work with leading institutional firms that offer strategies across private markets, supporting access, research, and governance within this segment of client portfolios.

• CAIS / Mercer
  Private Investment Due Diligence & Manager Research
  CAIS and Mercer provide institutional due diligence, research, and monitoring capabilities across private equity, private credit, and real assets.
• Blackstone
  Private Market Investment Strategies
  Blackstone offers a broad range of strategies across private equity, private credit, real estate, and other private market segments.
• Ares
  Private Market Investment Strategies
  Ares is a global alternative investment manager offering strategies across credit, infrastructure, and other private market segments.
• KKR
  Private Market Investment Strategies
  KKR offers global private equity and private credit strategies across a range of market environments.
• Hamilton Lane
  Private Market Investment Strategies
  Hamilton Lane offers diversified private equity strategies, including primary, secondary, and co-investment approaches.