We believe the most consequential decision you will make is not a particular investment, or tax-efficient strategy. Instead it’s the advisory team you choose to work with for the next 20 years.
Our number one goal is to make every client an advocate of what we do. We do this by routinely identifying opportunities that others miss. We believe these incremental opportunities can lead to very substantial long term advantages. We look forward to helping you find your missed opportunities.
We believe our clients are best served when the focus is on the four pillars of our business
Our service model is unrivalled, we actually have one. We feel that service is a critical component of our business. This means that each client is assigned to a service model to ensure regular proactive contact. You can expect to hear from us in good times and in bad times.
Planning is one of the most crucial aspects of wealth management. This is the reason why at Cresco we have a planner on staff exclusively for our clients. This ensures regular updates, scenarios, and a timely turn around.
Planning is often seen as a “can I retire” project. This is not our perspective. We find planning is the number one way in which we identify missed opportunities that if corrected will lead to faster and more certain outcomes.
Humans are behavioural by nature. Studies have shown, these behaviours can account for up to 4% in reduced investment performance. Generally this is the result of taking too much risk, market timing, and the many biases we each bring to the table.
Our focus is on coaching our clients on proper behavioural decision making. This goes much beyond simply the market perspective and leads to in depth conversations about overall financial decision making.
• The most consequential decision you will make is not a particular investment, or
tax strategy. Instead it’s the advisory team you choose to work with for the next 20 years
• In building wealth beyond investment
• Investor’s growth is limited by fear and behaviours
• The best decision is the most informed decision
• Most people aren’t aware of the amount of risk they are currently taking
• Preserving wealth is equally important as its creation
• The majority of advisors are still brokers
• Incremental opportunities, can lead to substantial advantages