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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 two distinct lines of business:

Institutional Investment Management Consulting Private Wealth Management

At Crescent, we take pride in 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 council 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 professionals whose industry designations include Chartered Financial AnalystSM (CFA®), and Certified Financial PlannerTM (CFP®).

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