Crescent Sterling, LTD.
Crescent Sterling, Ltd. is a private wealth management and investment advisory firm headquartered in Metairie, Louisiana. Founded in 1992, the firm provides comprehensive financial planning and investment management services, emphasizing personalized counsel, transparency, and disciplined risk management. With over 30 years of experience serving high-net-worth individuals, families, and institutions, Crescent Sterling has become known for its client-centric philosophy and adaptive approach to wealth preservation and growth. Employee count is not publicly listed.
Investment Strategy
Crescent Sterling, Ltd. employs a long-term, conservative, and disciplined investment strategy tailored to each client's financial goals. Their approach is built on asset allocation as a cornerstone of risk management, balancing equity and fixed income according to needs, withdrawal requirements, horizon, and risk tolerance. Equity investments are selected using a bottom-up process with an emphasis on fundamental valuation, earnings growth, and risk mitigation through selling discipline. Fixed income investments prioritize stable returns and minimal credit risk, focusing on government, investment grade corporate, and municipal bonds, typically holding positions until maturity to lock in yields unless credit quality changes or return improvements are possible.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | SCHWAB STRATEGIC TR | 7.20% | $6.8M | 250,759 | $25.47 | $27.30 | +$448.9K |
M MSFT | MICROSOFT CORP | 5.94% | $5.6M | 10,898 | $244.49 | $517.95 | +$181.0K |
J JPM | JPMORGAN CHASE & CO. | 5.05% | $4.8M | 15,213 | $134.03 | $315.43 | +$251.4K |
A AAPL | APPLE INC | 4.85% | $4.6M | 18,104 | $131.15 | $254.63 | +$648.8K |
J JNJ | JOHNSON & JOHNSON | 4.29% | $4.1M | 21,983 | $174.08 | $185.42 | +$682.9K |