Cresco is a premium digital wealth platform designed to give clients a more structured, personal way to work with capital. It brings portfolio information, selected investment opportunities, market updates, and ongoing support together in one digital experience, with a dedicated Cresco team as a point of contact.

Clients can choose from three formats: Smart Brokerage, which presents investment ideas with a defined thesis, context, horizon, and risk framing; Advisory, which supports portfolio strategy, allocation, and regular review; and Cresco Signature, which coordinates broader capital needs, asset structures, liquidity, and long-term planning. The platform also offers portfolio reporting, historical idea information, market recaps, and mobile access.

Cresco does not hold client assets or provide regulated advisory and execution services directly. Brokerage assets remain in accounts held in the client’s own name with Interactive Brokers or another suitable broker or custodian. Advisory, portfolio decisions, and trade execution are provided by licensed financial partners. Cresco serves as the technology platform and client interface, helping coordinate access, communication, and ongoing portfolio work.