Consulting Services

Crescent Capital Consulting's professional services are centered on providing a wide variety of investment management consulting services to a demanding group of institutional and high-net worth clients. Those services include:

 

Investment Management Consulting

Investment Policy Statement Performance Attribution Analysis
Asset Allocation Analysis Investment Style Analysis
Spending Policy Analysis Fiduciary Education
Investment Manager Search & Evaluation Staff Education
Ongoing Performance Measurement Custodian Search & Evaluation
Rebalancing Analysis    

 

Weath Management

Comprehensive Financial Planning Estate & Tax Planning Support
Family Office & Trust Management Next Generation Education
Family Governance    

We would welcome the opportunity to discuss how Crescent Capital Consulting may be of service to you or your organization.