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Crescent Wealth Management

EST. AUM
$100,000,000

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3

CLIENT ACCOUNTS

Firm Details

Metro area Columbia, SC
CRD Number
Website crescentwm.com
Client types

Overview

Many financial professionals settle for a static investment approach that utilizes third-party management (managing managers) and is designed to own everything, all the time. This is a commonly accepted practice that drives mediocracy, increasing fees, and reducing transparency. The firm does not follow this practice. The firm directly manages the assets for the generations of families who have entrusted them. They believe in a direct, disciplined, investment process in which they own the individual stocks and bonds of great companies and review each position every day. This process ensures they know exactly what they own, why they own it, and that they are delivering the best outcomes for their clients.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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