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 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

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

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