YOU

One agenda. Yours.

We look to meet one agenda - yours.

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:

  1. Do you have a PLAN? Is it working? Is it being reviewed regularly?
  2. What types of FEES are you paying? Are these fees transparent? How are they affecting your return?
  3. Are you aware of the differences between a FEE-BASED and a FEE-ONLY advisor?
  4. How are you protected from the downside RISK in the market?
  5. How TAX EFFICIENT is your portfolio?
  6. If you have accumulated some wealth, have you considered all means to PROTECT it?
  7. 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:

  1. Long-term focus is the strategy - not the holding period
  2. Takes the emotion out of the process
  3. 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 Bader, 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

  • Joined Crew Capital Ltd. In 2021
  • Senior 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

Email:
rjung@crewcapital.com

Phone:
513-618-6460

You may also contact us via the form below and we will get back to you.


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For more information contact Rob Jung

RETIREMENT SOLUTIONS