Founded in 2010, Crescent Capital Consulting is one of the largest independently owned investment management consulting firms in the country. Headquartered in New Orleans, the firm was established as a fee-only consulting firm, providing research, education, decision support and advice to a broad array of institutional and high-net-worth investors through four distinct lines of business:

	Institutional Investment Management Consulting		Administrative Support for Charitable Foundations
	Private Wealth Management		401(k) Consulting

What distinguishes Crescent from other consulting firms is our broad experience and intense dedication to delivering solutions-based results for our clients. Our professionals craft ongoing client education programs aimed at providing clients with access to cutting-edge investment solutions.

Our History

Although only recently established, the roots of Crescent Capital Consulting date back to 1982 when we first began matching clients with independent third-party money managers. In a world of increasing complexity and volatility, sophisticated investors turn to Crescent Capital Consulting for advice and inspiration. Our firm seeks to remain ahead of the curve in an evolving marketplace to provide focused service to our clients. It is this solutions-based approach that perpetuates the firm's history of innovation.

The principal business activity of Crescent Capital Consulting is centered on providing a wide variety of investment management consulting services to a demanding group of institutional and high-net worth clients. We do not have the distraction of a competing affiliated business or other potential conflict of interest.		At Crescent Capital Consulting, we are objective, third-party consultants, driven by process, not product. Each client relationship is unique and each assignment is given our full attention from start to finish. There are no cookie-cutter solutions. Each client will proceed through a rigorous process that begins with an Investment Policy Statement and continues through each of the steps listed below.		Our people are our greatest asset. In an industry that is critically dependent on the experience of its people, Crescent Capital Consulting proudly offers an average of over 20 years of experience in the financial services industry. Professional designations include Certified Investment Management AnalystSM (CIMA®), Chartered Financial AnalystSM (CFA®) and Certified Financial PlannerTM (CFP®).