Strategic Partners
Our resource partners provide exceptional service and customized solutions for each client.
Research
Fiducient Advisors
Fiducient Advisors provides trusted insights based on its professionals’ relevant research and proprietary tools that lead to tailored investment solutions. Fiducient Advisors’ research helps clients assess investment strategy and provides a reasonable probability of achieving their goals. DiMeo Schneider & Associates combined with Fiduciary Investment Advisors, LLC, and rebranded as Fiducient Advisors. The combination provides for enhanced research capabilities, improved operational infrastructure, and an expanded geographical footprint.
Insurance
Lion Street, Inc.
Crescent Wealth Management is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of firms who specialize in financial solutions for high net-worth individuals, family offices, business owners and corporate clients.
As Owner-Firms we gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients. Crescent Wealth Management is also proud to affiliate with the key designers of private placement and we serve as an independent “architect” to design and create life and annuity policies that best suit needs of affluent international clients with broad choice in insurance and reinsurance companies, and asset managers for elite solutions.
Additional Resources
Custody Services
Fidelity Investments
Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, trust institutions and third-party administration.
Fidelity is a family-managed, privately held company with more than 60 years of experience, and assets under administration of $7.3 trillion (as of March 31, 2020).
Reporting
Black Diamond
The Black Diamond® Wealth Platform is an award-winning, holistic cloud-based solution. Through a mobile-friendly, online portal, our clients enjoy anytime, anywhere access to their complete wealth picture along with a secure communication environment. We also leverage Black Diamond’s portfolio management, reporting, billing, data mining, and business intelligence – which are powered by fully outsourced automated daily aggregation and reconciliation. Thus, we are able to focus on what we do best – fulfilling client objectives with outstanding service and total transparency.
Black Diamond is one of SS&C Advent's leading investment and financial technology solutions, and ours is one of the 1500 advisory firms that have selected Black Diamond to help manage more than $1 trillion in assets.
Wealth Management Software
eMoney
eMoney Advisor, based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security and organization for everything that affects their clients’ financial lives. An award-winning technology envisioned and created by advisors for advisors, eMoney is more than just wealth management software— it’s a better way of doing business.
Tailored to transform an advisor’s ability to deliver expertise, eMoney is the silent partner in the practice of more than 70,000 of the industry’s top financial professionals, helping them leverage technology to strengthen client relationships and differentiate themselves from their competition. Driven to lead through innovation, eMoney is committed to positioning its advisors and their clients for greater success.
Risk
HiddenLevers
HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library, portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. HiddenLevers remains a self-funded company, headquartered in Atlanta, Georgia.
Asset Manager
Ethic
Ethic is a tech-driven asset manager that powers the creation of personalized sustainable investment portfolios. We build optimized passive equity SMAs that are reflective of clients’ specific sustainability goals, seek to track key benchmarks, and can be customized to align with your investment allocation.
Ethic partners with financial advisors to build values-aligned portfolios. We help in identifying the environmental, social, and governance implications of your current investments and ensure they align with your beliefs. We believe that portfolios comprised of companies that respect the wellbeing of people and natural resources drive positive societal change and create long-term competitive advantages.
Alternative Investments Platform
iCapital Network
iCapital Network’s mission is to power the world’s alternative investment marketplace by transforming the way alternative investments are bought and sold through the development of technology-based solutions for advisors and their high-net-worth clients. iCapital Network’s flagship platform offers access to a curated menu of private equity and hedge funds at lower minimums, with a full suite of due diligence and administrative support, in a secure digital environment.
iCapital Network has been recognized as one of the top 50 innovative financial technology companies transforming finance through technology by Forbes FinTech 50 in 2018, 2019, and 2020.
