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:
The State of the Economy and Stock Market in Early 2025
As February ends, how can we summarize the economy and stock market so far in 2025? Here are a few high-level things to know about the state of investing at the start of this year. After the presidential election last November, there was a lot of noise around...
The Path to 2025: What Investors Need to Know
Credent’s annual 2025 outlook is still to come, but investors should know a few important things as the year winds down. Below, we share our Investment Policy Committee’s insights regarding the presidential cycle, the labor market, and the most significant risk to...
Our December 2024 Equity Market Forecast
With the election in the rearview, markets and investors are evaluating what's on the horizon, making equity market forecasts for the rest of this year and into the next. In this article, members of our Investment Policy Committee share their perspectives on the...