Corporate
Profile
Crescent Sterling, Ltd. is a Registered Investment Advisor founded in New Orleans in 1992. We provide investment management services and financial consulting for Individuals, Retirement Plans, Corporations, Trusts and Foundations.
There are thousands of investment options available today. An investment that may be suitable for one individual may not be for another. Our goal is to create a clear investment plan matching the investments to meet your own unique situation. First, your personal financial position is analyzed. Various investment vehicles are then evaluated to determine which are appropriate for your individual situation. We implement your investment strategy through a plan created to help you meet your specific goals. Your investment plan is designed for you with your entire financial picture in mind.
In working with you, major advantages include our independence, the availability of our financial professionals and staff, and our high level of personal service. Our independence gives us the ability to objectively evaluate various investment options. Being local allows us to be accessible to discuss your questions and thoughts and to execute changes as required. Our dedication to a high level of service gives you the comfort of knowing that your personal needs are handled in a timely and professional manner.
Our investment professionals hold the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. They are also members of the Financial Planners Association, the Association of Investment Management and Research, and the Financial Analysts of New Orleans.