A complete list of active advisors currently associated with Crescent Hill Partners LLC

Warmer can help you find a great advisor at Crescent Hill Partners LLC or one who fits your needs even better.

Crescent Hill Partners LLC provides investment advisory and financial counseling services to individuals, high-net-worth clients and pension/profit-sharing plans, delivering portfolio management for individual accounts as well as written financial plans when requested. The firm offers its Professional Account Manager (PAM) model portfolios, asset allocation, fund selection and ongoing monitoring alongside standalone financial counseling engagements. The firm creates a written Investment Policy Statement for each client and applies a mix of proprietary analysis, fundamental and technical methods to set model allocations, rebalance portfolios and select securities. Although it may accept discretionary authority, a notable portion of assets are managed on a non-discretionary basis, so many clients retain final approval over trades — a setup that is uncommon among similar firms. Crescent Hill manages roughly $299 million across about 183 client relationships, resulting in an unusually high AUM-per-advisor profile for its peer group. It also distinguishes itself by offering negotiated, higher-touch financial planning engagements and the option to include alternative investments (such as REITs, private placements and hedge funds) in client portfolios alongside traditional mutual funds, ETFs, equities and fixed income.

To learn more about the advisors currently working at Crescent Hill Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.