Combining Strengths to Serve Your Best Interests

Since the company you keep provides clues to character, what are your affiliations?

Crowe Wealth Management is a rapidly growing subsidiary of Crowe Horwath LLP, one of the top 10 U.S. public accounting and consulting firms. We are a joint venture between Crowe Horwath and Oxford Financial Group, Ltd., a Registered Investment Advisor on file with the Securities and Exchange Commission.

Affiliations that give insight to our professional priorities include:

	Oxford Financial Group offers Investment Planning and Evaluation Services to Family Office clients and to institutional pools of assets, such as qualified retirement funds, not-for-profit organizations and endowments or foundations, to improve portfolio returns. These services typically include: Investment Policy Statements; Historical Performance Evaluations; Investment recommendations; Investment Manager Search, Selection and Due Diligence; and Performance Measurement and Monitoring of Investment Managers. http://www.ofgltd.com
	Crowe Capital Markets LLC (Crowe Capital) is a boutique investment bank serving as financial advisors to businesses or business divisions in the $10 to $500 million transaction range. With expertise in a broad range of industries and a group of talented, dedicated professionals, Crowe Capital is uniquely qualified to initiate, market, negotiate and facilitate a successful transaction. http://www.crowecapital.com
	Crowe Horwath LLP (Crowe) is a leading provider of innovative business solutions in the areas of assurance, benefit plan services, financial advisory, forensic services, performance services, risk consulting and tax consulting. One of the top 10 public accounting and consulting firms in the United States, Crowe also serves clients worldwide as a leading independent member of the Horwath International global professional services organization. http://www.crowehorwath.com