Consulting Services

Crescent Capital Consulting's professional services are centered on providing a wide variety of investment management consulting services to a demanding group of institutional and high-net worth clients. Those services include:

 

Investment Management Consulting

Investment Policy Statement Performance Attribution Analysis
Asset Allocation Analysis Investment Style Analysis
Spending Policy Analysis Fiduciary Education
Investment Manager Search & Evaluation Staff Education
Ongoing Performance Measurement Custodian Search & Evaluation
Rebalancing Analysis    

 

Weath Management

Comprehensive Financial Planning Estate & Tax Planning Support
Family Office & Trust Management Next Generation Education
Family Governance    

 

401(k) & Retirement Plan Consulting

Investment Option Analysis Vendor Platform Analysis
Model Portfolio Construction Committee Education
Benchmark Reporting Fee Analysis

We would welcome the opportunity to discuss how Crescent Capital Consulting may be of service to you or your organization.