ABOUT
ABOUT
ABOUT ME
I’m a proud resident of Texas and a dedicated Registered Investment Advisor with a passion for helping individuals and families navigate the U.S. financial markets. My approach to investing is rooted in a deep respect for Environmental, Social, and Governance (ESG) principles, which I believe are essential for responsible and ethical investing. I strive to integrate these values into your everyday life, ensuring that your investments not only grow but also align with your personal beliefs and ethical standards.
ABOUT ME
I’m a proud resident of Texas and a dedicated Registered Investment Advisor with a passion for helping individuals and families navigate the U.S. financial markets. My approach to investing is rooted in a deep respect for Environmental, Social, and Governance (ESG) principles, which I believe are essential for responsible and ethical investing. I strive to integrate these values into your everyday life, ensuring that your investments not only grow but also align with your personal beliefs and ethical standards.
Over the years, I’ve had the privilege of guiding clients through various ESG-focused investment opportunities, including Halal or Sharia-compliant investing, Sustainable Agriculture and Food Security and Faith-Based Investing. These are more than just investment options—they represent a commitment to making a positive impact on the world while achieving your financial goals.
Whether you’re new to investing or looking to refine your portfolio with responsible investment strategies, I’m here to help you make informed decisions that align with your values and long-term objectives.
Over the years, I’ve had the privilege of guiding clients through various ESG-focused investment opportunities, including Halal or Sharia-compliant investing, Sustainable Agriculture and Food Security and Faith-Based Investing. These are more than just investment options—they represent a commitment to making a positive impact on the world while achieving your financial goals.
Whether you’re new to investing or looking to refine your portfolio with responsible investment strategies, I’m here to help you make informed decisions that align with your values and long-term objectives.
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.