Investment Management
Make the most of your wealth now and in the future.
You have life goals.
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:
Revisiting Our 2025 Economic & Market Outlook
Every January, we commence the new year with a rough sketch of the 12-month horizon, including the market and economic indicators making us feel optimistic, neutral, and cautious. June is an ideal time to update our perspective on this 2025 outlook. Halfway through...
3 Reminders When Investing for Inflation Protection
What does it look like to use investing as a form of inflation protection? Here are three things to remember when it comes to inflation and your asset allocation: When thinking about how their portfolio will respond to inflation, people should first consider their...
How to Deal with Market Volatility in Retirement
Retirement is a time of life that should be filled with enjoyment, relaxation, and the freedom to pursue passions and interests. However, it’s also a time when your financial decisions become more critical than ever. Life is full of ups and downs – good days and bad,...