Our Services
We believe all Americans should have access to independent and affordable advice.From Financial Planning Services and to Investment Options, our partnership with CX Institutional solidifies our commitment to optimize your Experience. We pride ourselves on matching your expectations to the service level we provide.
The Team
We believe in the power of partnership.When you work with Credent Wealth Management, you are supported by a team of experienced advisors who will support you on the path to your dreams.
Your personal portfolio management team is comprised of a Financial Planning Team and Investment Management Team that work in concert to help ensure your assets are appropriately invested. The separation of the two teams provides you with a disciplined and objective investment approach that is dictated by the continuous monitoring of your financial plan.
Meet the Team
Planning Services
We believe in setting financial goals, developing a written plan, and working with a partner toward the achievement of those goals.Planning for your future doesn’t have to be overwhelming. We offer an extensive portfolio of planning services including Goal-Based Planning, Legacy for Life® Comprehensive Planning, Estate and Charitable Planning, and Business Succession Planning, to help you work towards your goals.
- Communicates with you
- Helps you understand the impacts of what you can control
- Savings vs Spending Portfolio Risk Tolerance
- Works with you to define long-term investment goals and objectives
- Develops investment plan and strategy Analyzes diversification
- Provides service and education
- Communicates with your investment team
- Conducts regular portfolio reviews
Investment Management
We believe that all investment strategies work some of the time and that no investment strategy works all of the time.Our multiple strategy platform operates on three main pillars aimed at objectivity, strategy diversification, and on-going education. By employing a non-emotional and quantitative process, our platform provides a global approach to asset selection and remains sensitive to the total cost of investing. Your potential investment strategies include Passive, Active, Tactical, Thematic, and Separately Managed Account Investment Options.
- Implements your investment plan
- Constructs and maintains objectively driven strategies
- Executes security transactions
- Executes actionable insights gained from market and economic activity
- Employs risk management guidelines
- Communicates with your financial planning team
Transparency
We Claim Compliance with the Global Investment Performance Standards (GIPS®).The Global Investment Performance Standards (GIPS®) is a set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment results to prospective clients.
By claiming compliance with GIPS®, we dedicate resources to working with an outside third-party consultant in ensuring we follow the strict principles described in the GIPS® standards handbook to provide our clients with full transparency of our investment performance.
For more information, please visit www.gipsstandards.org
CX Institutional claims compliance with the Global Investment Performance Standards (GIPS®).
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
To obtain GIPS-compliant performance information for the firm’s strategies and products, please email us at contactus@credentwealth.com.
Let's Get Started
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