Crew Capital Management, Ltd. | Financial Advisor in Cincinnati ,OH

11427 Reed Hartman Hwy
Cincinnati, OH 45241

About

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.

20 Years of Experience



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


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


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



FAQs

Robert Jung

Robert Jung

CPA, CFA

Communities Served

IN

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Awards & Recognitions


Five Star Professional
(2017)

Financial Professional ? more