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.

Crescent Sterling Ltd.

This department specializes in managing and advising on investment portfolios to optimize financial performance.

Crescent Sterling Ltd.

Org chart

Teams

Investment Management

Offices

Crescent Sterling Ltd.

Org chart

Teams

Investment Management

Offices

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