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Crescent Capital Consulting, LLC

  • Finance
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***IMPORTANT*** The Crescent Capital Consulting for iPad application is only for clients of Crescent Capital Consulting who have been authorized to access their accounts. There is no charge to download the application, but you must be a client of Crescent Capital Consulting to be able to utilize the application. If you are a client of Crescent Capital Consulting and wish to be authorized to utilize the application, please contact your Crescent Capital Consulting representative.

With this app, Crescent Capital Consulting clients can:
• Review their account balances, holdings, and transaction information
• Review historical performance data for each of their accounts as well as for their total portfolio and compare their performance to an appropriate market benchmark
• Review the asset allocation for each of their accounts as well as for their total portfolio

Crescent Capital Consulting has partnered with Black Diamond to enable their clients to access their performance data in a simple, elegant interface that was custom designed for the iPad.

Please Note: Crescent Capital Consulting, LLC and Black Diamond are independent companies. By downloading and using this application, you hereby acknowledge and accept the inherent risks of using this application, including any confidential information relating thereto, could be inferred, assumed, identified and/or disclosed by and to third parties (such as Apple).

Please be aware that the usual mobile charges may apply when using this application.