PERSONALIZED FINANCIAL STRATEGY
Ready to invest but seeking a structured approach? We're here to help.
Our comprehensive and tailored planning process starts with a deep understanding of every facet of your financial life. By engaging in meaningful discussions and working collaboratively, we craft a strategic plan that paves the way for both your immediate and long-term financial success.
PERSONALIZED FINANCIAL STRATEGY
Ready to invest but seeking a structured approach? We're here to help.
Our comprehensive and tailored planning process starts with a deep understanding of every facet of your financial life. By engaging in meaningful discussions and working collaboratively, we craft a strategic plan that paves the way for both your immediate and long-term financial success.
ASSESS
We begin by thoroughly analyzing your current financial situation, identifying opportunities and potential challenges.
STRATEGIZE
Next, we develop a customized strategy that aligns with your unique goals and values, ensuring every decision supports your vision for the future.
EXECUTE
Finally, we implement the plan, guiding you every step of the way to bring your financial aspirations to fruition.
ASSESS
We begin by thoroughly analyzing your current financial situation, identifying opportunities and potential challenges.
STRATEGIZE
Next, we develop a customized strategy that aligns with your unique goals and values, ensuring every decision supports your vision for the future.
EXECUTE
Finally, we implement the plan, guiding you every step of the way to bring your financial aspirations to fruition.
HOW WE ENSURE SHARIA COMPLIANCE
1Business Activity Screening
We rigorously analyze a company’s core business activities to ensure that they do not engage in forbidden (haram) sectors, such as alcohol, gambling, or interest-based financial services. Companies that have minimal involvement in these activities are further assessed to ensure that any non-compliant revenue makes up 5% or less of their total income.
2Financial Health Check
We evaluate the company’s financial ratios to ensure they align with Islamic principles:
- Debt levels are kept in check, ensuring that interest-bearing debt does not exceed 30% of the company’s total market value.
- Cash and interest-earning assets are monitored to remain 30% or less of the company’s market value, ensuring minimal reliance on non-compliant income sources.
3Compliance Categorization
Each investment is categorized based on these detailed screenings, helping our clients build portfolios that align with their faith-based values.
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.