Crescent Sterling Ltd. was founded on a simple mission--to help clients achieve their long term financial goals. We accomplish this mission by adhering to a set of guiding principles which are derived from our commitment to act in the best interest of our clients. We put our clients' interests first in every aspect of our relationship and believe that understanding our clients' goals and personal circumstances is an integral part of implementing an appropriate risk management strategy.
We are an independent employee-owned fee-only registered investment advisory firm founded in New Orleans in 1992 that has been serving clients at the fiduciary standard of care for nearly a quarter of a century. We provide investment management, portfolio consulting and financial goal planning services to individuals and organizations, including professionals, foundations, businesses, trusts and retirement plans.
Our goal is to provide clients with exceptional personalized service and reasonable investment returns commensurate with client-directed risk guidelines. We achieve our goal by operating independently and free of the conflicts of interest that often exist in the financial services industry. Our compensation is derived solely from the services we provide our clients. We do not earn commissions, sell any type of financial products or have any competing business affiliations that draw our focus from our clients.
We are committed to providing solutions that are in the best interests of our clients. To accomplish this, we prioritize understanding our clients' individual goals, needs and circumstances to effectively provide customized investment portfolios and financial plans that are tailored to each client's individual situation.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 4415 Shores Drive,
- Phone
- 504-885-1135
- Ad****@****ing.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- crescentsterling.com
- HQ
- Metairie, LA
Crescent Sterling Ltd. Questions
Crescent Sterling Ltd.'s helpline number is 504-885-1135
Crescent Sterling Ltd.'s website is crescentsterling.com
Crescent Sterling Ltd.'s LinkedIn profile is https://www.linkedin.com/company/crescent-sterling-ltd.
Crescent Sterling Ltd. has
4 employees.
View email and phone details for 4
employees at Crescent Sterling Ltd..
Crescent Sterling Ltd.'s industry is
Financial Services
Crescent Sterling Ltd.'s top competitors are
Etc (Energy Transition Capital Management),
Centerbridge Partners, L.p.,
Msmm Engineering, Llc,
Wegman Partners,
Bessemer Venture Partners,
Hibu,
Flyer Life Group,
Deane Retirement Strategies, Inc..
Crescent Sterling Ltd.'s support email address is Advisor@CrescentSterling.com
Crescent Sterling Ltd.'s categories are Financial Services
Crescent Sterling Ltd.'s founding year is 1992
