Investment Management 

Make the most of your wealth now and in the future.

You have life goals. You know when you want to retire and how you want to live in retirement. Now it’s time to make sure you have the money you need to make that life a reality.   

Using your life goals as a baseline, our team will build out your portfolio, track its success, and shift strategies as needed so your finances are always aligned with how you want to live your life now and during retirement. As a fee-only wealth management firm, you can rest assured your investment strategy is designed with your success as the main priority.   

At Credent, streamline your goals with one team and plan. Our multi-strategy approach empowers you to diversify your investments seamlessly, complemented by a sliding fee schedule that lowers your cost percentage as your investment grows.

Your investment
management team will:

Maintain an objective-driven investment management process.
Share and implement actionable insights gained from market and economic activity.
Employ risk management guidelines.
Communicate and collaborate closely with your financial planning team.

Learn how to navigate the market and economy like an expert:

5 Principles Most Good Investors Know

5 Principles Most Good Investors Know

What makes a good investor? In addition to a strong knowledge of the economy and market, wisdom, patience, and an understanding of a few core principles go a long way. Here are five such principles most good investors know. Good investors understand that investing is...

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How to Respond to Current Equity Market Volatility

How to Respond to Current Equity Market Volatility

Equity market volatility, or the up and down fluctuation of the equity market, is normal. Recently, we’ve seen this volatility in the U.S. and across the globe.   Where is this volatility coming from, and how should we respond?   Here are four insights to help you...

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