Our Story
Crescent Sterling, Ltd. is a Registered Investment Advisor founded in New Orleans in 1992. We have passionately served the people of New Orleans for over 30 years.
We were founded on a simple mission, to help clients achieve their long-term goals. We accomplish this by following our guiding principles, which were derived from our commitment to act in the best interest of our clients.
Crescent Sterling Ltd. was founded with five guiding principles that are derived from our commitment to act in the best interest of our clients.
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Our Guiding Principles
1. Put the client's interest first
2. Provide risk management through asset allocation and diversification
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3. Provide full disclosure of the fees and expenses associated with our relationship
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4. Use simple, clear, and understandable investments
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5. Provide direct management of assets