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:
Are The Federal Reserve’s Actions Working?
The Quick Take: The actions of the Federal Reserve in raising interest rates appear to be working. Retail sales slowed in October. Slower growth in spending does not mean that spending has halted. Inflation slowed once again last month, adding further credence...
Implications of the Hamas Incursion Against Israel
What has happened? On October 7th, the militant Islamist group Hamas fired missiles from Gaza and sent its fighters into Southern Israel, prompting Israeli Prime Minister Benjamin Netanyahu to declare war. As of October 9th, reports indicate that the conflict...
U.S. Government Shutdowns & Implications for Equity Market Participation
The U.S. government avoided a shutdown on October 1, 2023, after Congress approved legislation to extend the deadline to pass all appropriation bills to November 17, 2023. Should Congress fail to fund the government for the next fiscal year by this deadline, a...