Individuals & Families

Through our comprehensive wealth management advisory services, we free up our investors’ time to help them live the lives they choose. Everything we do is centered on our clients and their unique aspirations.

Foundations, ESOPs, Pension Plans

We help leaders nurture their assets now and for the future. Through wise counsel, we give institutions the resources and confidence they need to accomplish their missions.

Proprietary Investment Strategies

At Crescent, we develop proprietary research and investment strategies. This proven approach gives us better insight into the markets and into the construction of each portfolio, while also making us more accountable to our clients.