Robert Jung
Crew Capital Management, Ltd.

Tel: (513) 245-2620
11427 Reed Hartman Hwy
Cincinnati, OH 45241
Crew Capital Management, Ltd. | Financial Advisor in Cincinnati ,OH

About Crew Capital Management, Ltd.

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

Firm Start Year:   2003
No.of Employees:   2-4
States Licensed in:   OH,TX,KY
Number of Years with Current Firm:   13


Services

Investment Types:   Mutual Funds , Options & Futures , Alternative Investments , Exchange Traded Funds (ETFs) , Stocks , Annuities , Mortgages & Real Estate , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Via email , Via phone


Qualifications & Memberships

Financial Organization Memberships:   CFA Institute


Firm Information

Assets Managed by Firm:   $65,000,000


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 and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Based on Assets , Flat Fee , Hourly


Board Positions

Organization:  LADD - LADDinc.com  Cincinnati, Ohio
Position :  President of the Board

Education

Bachelor in Business Adminstration - Accounting and Finance  University of Cincinnati - Cincinnati, Ohio
9/1981-6/1986


Robert Jung

Robert Jung

CPA, CFA

Communities Served

IN

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Awards & Recognitions


Five Star Professional
(2017)

Financial Professional ? more