A complete list of active advisors currently associated with Crescent Investment Solutions LLC
Warmer can help you find a great advisor at Crescent Investment Solutions LLC or one who fits your needs even better.
Crescent Investment Solutions LLC is a recently formed, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individual clients. The firm reports $45,000 in discretionary assets under management and offers both one‑time written financial plans and ongoing planning integrated with portfolio management. The firm uses a mix of analytical methods — charting, cyclical, fundamental, quantitative and technical analysis — and employs both long‑term and short‑term trading across mutual funds, equities, exchange‑traded funds, fixed income and Treasury inflation‑protected bonds. Crescent prepares Investment Policy Statements for clients, typically seeks discretionary trading authority, and performs at least annual reviews with additional updates triggered by material events. Notably, although categorized as an investment manager, Crescent’s brochure describes a focus on individual advisory relationships rather than pooled vehicles or institutional mandates and requires custody through Schwab Institutional, which may provide institutional research and other soft‑dollar benefits. The firm discloses acceptance of limited custody when fees are deducted from client accounts, does not participate in wrap fee or performance‑based fee programs, and provides ongoing financial planning to portfolio management clients at no additional charge.
To learn more about the advisors currently working at Crescent Investment Solutions 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.
Name |
Location |
Years of experience |
|---|---|---|
Plano, TX
| 1
|
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