Develop powerful, high-performing portfolio teams

Decision-making is at the heart of all investment processes. Understanding each individual’s own unique “signature” for making decisions is at the heart of the Crescente Model. Does your team understand theirs?

At Crescente Advisors, we study how human behavior, team dynamics, decision-making, and market conditions shape investment decisions—and then put those insights to work to help unlock your team’s unique potential. Grounded in behavioral finance and the science of decision-making, our approach is designed to unlock actionable self-awareness in powerful, high-performing teams.

What We Do

Senior Leadership Consulting

Investor Skill Development

Investment Team Coaching

“In our business, human capital is our most important asset and requires constant nurturing and adaptive learning. Christine delivered that for us. I believe Christine’s ability to frame and execute on both broad and individual coaching programs had a multiplier effect on our collective performance and on our ability to stay ahead of our peers.”

Terry Burgess
Head of Investment Boutiques
Wellington Management

“Christine has a very unusual combination of talents - a deep understanding of both the dynamics of our industry AND the skills investors need to deliver great performance. She's a powerful catalyst and stimulating thought partner in all aspects of investor skill development.”

Ned Salter
Global Head of Investor Research
Fidelity International