INTERNATIONAL INVESTORS
INTERNATIONAL INVESTORS
We specialize in helping overseas clients navigate the complexities of investing in the U.S. stock market.
Whether you’re looking to build a passive income stream or achieve long-term growth through U.S. equities or fixed-income investments, we provide the expertise and guidance you need to succeed.
For clients based in countries where direct access to U.S. brokerage services like Schwab might be restricted, we explore alternative strategies to facilitate investment opportunities while ensuring compliance with legal and regulatory requirements. Our firm’s deep understanding of cross-border investment challenges allows us to guide clients through the intricacies of tax considerations, currency exchanges, and regulatory compliance, ensuring a smooth path to investing in U.S. public markets.
We specialize in helping overseas clients navigate the complexities of investing in the U.S. stock market.
Whether you’re looking to build a passive income stream or achieve long-term growth through U.S. equities or fixed-income investments, we provide the expertise and guidance you need to succeed.
For clients based in countries where direct access to U.S. brokerage services like Schwab might be restricted, we explore alternative strategies to facilitate investment opportunities while ensuring compliance with legal and regulatory requirements. Our firm’s deep understanding of cross-border investment challenges allows us to guide clients through the intricacies of tax considerations, currency exchanges, and regulatory compliance, ensuring a smooth path to investing in U.S. public markets.
Based on your investment goals, we tailor strategies to:
- Maximize portfolio growth through high-potential growth stocks.
- Develop passive income strategies with dividend-paying equities.
- Establish fixed-income strategies for stable returns.
With our firm, you gain the peace of mind that comes from working with a licensed professional regulated by FINRA, ensuring that your investments are secure and compliant. Let us help you leverage the potential of the world’s leading economy, ensuring your wealth is strategically managed and positioned for success in the U.S. market.
Based on your investment goals, we tailor strategies to:
- Maximize portfolio growth through high-potential growth stocks.
- Develop passive income strategies with dividend-paying equities.
- Establish fixed-income strategies for stable returns.
With our firm, you gain the peace of mind that comes from working with a licensed professional regulated by FINRA, ensuring that your investments are secure and compliant. Let us help you leverage the potential of the world’s leading economy, ensuring your wealth is strategically managed and positioned for success in the U.S. market.
WE'D LOVE TO HEAR FROM YOU
For more details about our firm and the services we provide, feel free to drop us a quick email or give our office a call. We’d be delighted to connect and discuss how we can assist you
info@crescent-is.com| 469-666-7106
WE'D LOVE TO HEAR FROM YOU
For more details about our firm and the services we provide, feel free to drop us a quick email or give our office a call. We’d be delighted to connect and discuss how we can assist you
info@crescent-is.com
469-666-7106
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.