EMPOWERING YOUR FINANCIAL FUTURE, SAFEGUARDING YOUR WEALTH,
MAKING YOUR MONEY WORK HARD FOR YOU.
Smart Wealth Management Trusted Fiduciary Advice Let Your Money Work for You
EMPOWERING YOUR FINANCIAL FUTURE, SAFEGUARDING YOUR WEALTH, MAKING YOUR MONEY WORK HARD FOR YOU.
Smart Wealth Management
Trusted Fiduciary Advice
Let Your Money Work for You
YOUR ADVISOR
At every stage of life, we employ a principled, collaborative, and methodical approach to guiding your financial journey. From the initial idea to the most effective strategies for minimizing risk, we're here to support your path to financial success
OUR APPROACH
From initial brainstorming to the execution of your financial plan, we guide you from ideation to realization through collaborative efforts, crafting a strategy that fulfills both your immediate and long-term financial aspirations.
YOUR ADVISOR
At every stage of life, we employ a principled, collaborative, and methodical approach to guiding your financial journey. From the initial idea to the most effective strategies for minimizing risk, we're here to support your path to financial success
OUR APPROACH
From initial brainstorming to the execution of your financial plan, we guide you from ideation to realization through collaborative efforts, crafting a strategy that fulfills both your immediate and long-term financial aspirations.
TOOLS FOR SUCCESS
Our primary focus is your success. Below are valuable resources designed to support and guide you toward a prosperous financial future.
ARTICLES
A collection of handpicked articles.
CALCULATORS
Calculate elaborate financial decisions with total calculation.
VIDEOS
Even more videos to enjoy.
PRESENTATIONS
Managing your money involves more than simply making and following a budget.
TOOLS FOR SUCCESS
Our primary focus is your success. Below are valuable resources designed to support and guide you toward a prosperous financial future.
ARTICLES
A collection of handpicked articles.
CALCULATORS
Calculate elaborate financial decisions with total calculation.
VIDEOS
Even more videos to enjoy.
PRESENTATIONS
Managing your money involves more than simply making and following a budget.
The biggest risk is not taking any risk. In a world that is changing really quickly, the only strategy that is guaranteed to fail is not taking risks.
— Warren Buffett
The biggest risk is not taking any risk. In a world that is changing really quickly, the only strategy that is guaranteed to fail is not taking risks.
— Warren Buffett
General Investment Disclaimer
Crescent Investment Solutions LLC is a Registered Investment Advisor in Texas. The material on this site is for informational purposes only and should not be construed as an indicator of future performance, an offer to sell, or a solicitation of an offer to buy any security. We do not offer or sell securities in any jurisdiction where such actions would be unlawful under applicable securities laws. Transactions or investment advice may only be rendered after meeting state-specific licensing requirements or if exempt. For licensing status or disciplinary history of Crescent Investment Solutions or its agents, please contact your state securities law administrator.
Custodian Information
Crescent Investment Solutions LLC partners with Charles Schwab as our primary custodian to ensure your assets are securely held and managed. We work closely with Schwab to provide a seamless experience for managing your investments.
ESG Investment Disclaimer
Crescent Investment Solutions LLC offers ESG (Environmental, Social, and Governance) investment strategies that align with our clients’ values. Please note that while ESG investments aim to promote sustainable and responsible practices, they may also carry additional risks or may underperform compared to non-ESG investments. The selection of ESG investments is based on criteria that may exclude certain industries or companies, which could impact overall portfolio performance. As with all investments, there are no guarantees of future returns.
Hypothetical and Extracted Performance Disclaimer
Any references to hypothetical or extracted performance on this site are not indicative of future results. Such performance data is inherently limited and does not reflect actual trading or the impact of market factors, such as liquidity constraints. Clients should not assume that future performance will mirror hypothetical or extracted performance.