Business Description

Welcome to the Crew Capital Management. We believe that "Long-Term investment success" is founded on the following:

1) A potion of your investments need to be in equities (stocks)

2) Your portfolio must be diversified in non-correlated assets classes

3) You must re-balance to you target allocations - creates a "buy low sell high" mandate

In addition. on-going investment education is key. Therefore we offer monthly workshops to our clients to increase their understanding, think of it as "coaching".

E-mails us for link to a 5 minute video which previews the core of who Crew Capital is an how we can help you.

We hope our conversation and analysis entice you to think further on your investment strategies and planning. For further discussion, please contact us.

General Information

Gender:

Male

CRD#:

2080426

Firm CRD#:

125402

States Licensed in:

OH, LA, KY

States Willing to do Business in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

Services

Investment Types:

Annuities, Alternative Investments, Options & Futures, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

Chartered Financial Analyst (CFA), Certified Public Accountant (CPA)

Securities Licenses:

Series 63, Series 66

Financial Organization Memberships:

CFA Institute

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Investment Advisor:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-only financial professional

Minimum Portfolio Size for New Managed Accounts:

50,000

Compensation Methods:

Hourly, Flat Fee, Based on Assets

Prepared By:

Robert Jung