Welcome

Headquartered in New Orleans, LA, Crescent Capital Consulting is an independently owned, fee-only investment management consulting firm. We provide research, education, decision support and advice to a broad array of institutional and high-net-worth investors through four distinct lines of business:

Institutional Investment Management Consulting 401(k) and Retirement Plan Consulting
Private Wealth Management Administrative Support for Charitable Foundations

What distinguishes Crescent from other consulting firms is our broad experience and dedication to delivering solutions-based results for our clients. In a world of increasing complexity and volatility, sophisticated investors turn to Crescent Capital Consulting for advice and counsel in an evolving marketplace.

   
     
Consulting Services Driven By Our Process Our Team Of Professionals
The principal business activity of Crescent Capital Consulting is centered on providing a wide variety of investment management consulting services to a sophisticated group of institutional and high-net worth clients. We do not have the distraction of a competing affiliated business. At Crescent Capital Consulting, we are objective, third-party consultants, driven by our consultative process. Each client relationship is unique, so there are no mass-produced solutions. Each assignment is given our full attention.

Our people are our greatest asset. In an industry that is critically dependent on the experience of its people, Crescent Capital Consulting proudly offers an team of consultants, analysts, and operations prefessionals whose industry designations include: Certified Investment Management AnalystSM (CIMA®), Chartered Financial AnalystSM (CFA®), and Certified Financial PlannerTM (CFP®).

     
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