Our Services

After learning about your institution’s purpose, goals, and objectives, our consultants deliver a suite of comprehensive services designed to help your institution fulfill its mission.

Our institutional services are powered by Crescent Capital’s proprietary investment strategies.

  • Defining your objectives based on a collaborative process.

  • Predicting risk, growth, and income based on your investment choices.

  • Identifying appropriate investment strategies through Crescent’s Due Diligence Process.

  • Selecting managers through a rigorous quantitative and qualitative analysis.

    Review & Monitoring

    Delivering Goelzer’s Fiduciary Standard of Care through ongoing performance, compliance, and education.

    Capital Markets

    Conducting forward looking research on global markets and investment opportunities.

    Non-Traditional Assets

    Diversifying portfolios with non-correlated and return enhancing assets.

  • Delivering Crescent’s Fiduciary Standard of Care through ongoing performance, compliance, and education

  • Conducting forward looking research on global markets and investment opportunities.

  • Diversifying portfolios with non-correlated and return enhancing assets.

Research is the difference.

Unlike firms that merely execute strategies created by a corporate office, at Crescent we develop proprietary strategies based on our own original research. That means that when you work with Crescent Capital, you work directly with the architects of your investment plans.

  • FOUNDATIONS

    How can you be the best steward of your funds and create a legacy for the future? By putting your trust in Crescent Capital’s Institutional Advisory Services team.

  • ENDOWMENTS

    We take time to fully understand your organization’s goals and objectives, then develop and execute a unique plan to maximize your institution’s resources so you can focus on what you do best.

  • RETIREMENT PLANS

    Unlike firms that merely execute strategies created by a corporate office, at Goelzer we develop proprietary strategies based on our own original research. That means that when you work with Goelzer, you work directly with the architects of your investment plans.