Whether you have inherited money and need to invest or have been carefully building your own savings for years, we cater our services to meet your individual needs. You have your own set of goals. We want to help you achieve them.
You want a plan. You want transparency. You want to be a part of the process, and you want your investments to make sense and be instrumental in achieving financial success. We get it.
That's why we want to help you think of what you want in your financial advisor. We've compiled a list of seven questions you should be asking yourself about your current situation:
Do you have a PLAN? Is it working? Is it being reviewed regularly?
What types of FEES are you paying? Are these fees transparent? How are they affecting your return?
Are you aware of the differences between a FEE-BASED and a FEE-ONLY advisor?
How are you protected from the downside RISK in the market?
How TAX EFFICIENT is your portfolio?
If you have accumulated some wealth, have you considered all means to PROTECT it?
If something happened to your spouse or partner, would you still be financially sound ? Have you PLANNED for the unexpected?
If you would like help answering these questions, please contact us! We would love to take the time to hear your needs, concerns, and vision.
OUR BELIEF
Planning
Like anything else, if you want to succeed in achieving financial independence, having a plan is essential. Crew Capital is committed in developing and implementing a personal plan that will grow, preserve, and protect your assets and meet your financial needs. As a fiduciary, we are legally bound to always work for our clients' best interests.
Whether it's planning for complicated estate issues, understanding complex stock incentives, or simply trying to build a safe and secure retirement, let us be a trusted resource with independent and creative methods to meet your desired outcome.
Investment Strategy
Our strategy is simple. We diversify in a dozen different asset classes. This gives us three very distinct advantages:
Long-term focus is the strategy - not the holding period
Takes the emotion out of the process
A disciplined and proven strategy in buying and selling holdings
The profit is in the detail. There is great importance in both developing a customized plan and prudently monitoring your portfolio. Whether it’s actively making changes due to lifestyle, geopolitical concerns, economic factors, market valuations, or because of a change to your risk tolerance, being detailed with the implementation of such changes is essential in your success. We provide such detail.
US
Who we are.
PERSONAL TOUCH - DISCIPLINED RESULTS
We believe your needs and desires lie at the center of our disciplined investment approach. Only after understanding your reason for investing do we begin to tailor such strategy. We are not interested in keeping up with certain market indexes. We are wanting to implement a portfolio that has broad diversification among ALL asset classes to reduce risk and receive favorable returns over time. Managing risk is what it's all about. Achieving all of your goals and maintaining strong relationships with all clients is our number one goal.
Robert Jung CFA, CPA (Inactive CPA)
Founded Crew Capital Ltd. in 2003
Owner and CEO
Chartered Financial Analyst, CFA
Specializes and focuses on portfolio management and investment strategy
More than 35 years industry experience
Matthew Swendiman, CFA
Joined Crew Capital Ltd. in 2014
General Counsel and Senior Portfolio Manager
Chartered Financial Analyst, CFA
Specializes and focuses on compliance and investment analysis
More than 25 years industry experience
Peter Baden, CFA
Joined Crew Capital Ltd. In 2020
Senior Portfolio Strategist
Chartered Financial Analyst, CFA
Specializes and focuses on fixed income investment strategy
More than 20 years industry experience
Dan Schneider, CFP®
Joined Crew Capital Ltd. In 2021
Senior Financial Planner
CERTIFIED FINANCIAL PLANNER™
Registered Investment Advisor with FINRA Series 7 and 66 licenses
Specializes and focuses on financial planning
More than 5 years industry experience
Rick Bell
Joined Crew Capital Ltd. In 2020
Senior Advisor
Registered Investment Advisor with FINRA Series 7 & 66 licenses
Specializes and focuses on asset allocation and individual advisory services
More than 15 years industry experience
Ian Meiksins
Chief Compliance Officer
Provides third party oversight of Crew Capital Ltd. compliance through Key Bridge Compliance
More than 6 years industry experience
CONNECT
Let's talk.
Visit: Crew Capital 11427 Reed Hartman Hwy Cincinnati, OH 45241
Mailing Address: Crew Capital 3881 Jessup Rd. Cincinnati, Ohio 45247
