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:

2 Reasons for the Current Market Volatility

2 Reasons for the Current Market Volatility

While we ended the first quarter with a fairly robust economic background (which has continued into the first month of Q2), we've also seen some market volatility unfold.   Volatility is no cause for concern, especially if you understand the source.   Here are two...

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U.S. Money Market Assets

U.S. Money Market Assets

Volatility across capital markets is often a sign of cash exiting or entering a specific asset class, which can be defined as exposure to stocks, bonds, commodities, or any other investment that carries a reasonable liquidity profile. Measuring the level of cash that...

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