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.
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:
Chart Content: Annualized S&P 500 Index returns over the past 25 years compared to annualized S&P 500 Index returns over the same time frame when missing the top 10, 20, 30, and 40 days in the market. Chart Significance: Missing the best-performing days in the...
The chart below is a continuation of our 2014 series and tracks the 10-year rolling annualized returns of the Standard & Poor’s (S&P) 500 Index. Each year represents returns from the previous ten years, and it includes the year presented. For example, the...
Increasingly OptimisticConsumer health will dominate headlines in 2024 as the eventual recession becomes a reality. The onset of a recession is a lagging indicator and represents a normalized shift in the business cycle, one that has occurred every 6.5 years since...