Are you dissatisfied with your current investment advisor due to limited offerings, uninspired suggestions, poor investment performance, or lack of attention?

There are many advisors to choose among and many offer the same access to traditional investments: stocks, bonds and the like. Alternative investments — including real estate, natural resources, private equity, and hedge funds — can help you further diversify your portfolio and manage risks while promoting portfolio growth.

Our investment advisory services can help you with your goals to build wealth, realize your dreams and extend your legacy. Crowe Wealth Management is affiliated with Oxford Financial Group, Ltd. This business relationship enables us to provide clients with a much wider range of alternative investments. Due to the advantages of size, costs are reduced and we can offer more affordable entry points (e.g. $250,000 rather than $5 million) on investments that had been generally available only to the wealthiest of investors.

Our investment planning process includes five steps:

1. Assessments of your current position, and of your ultimate goals and objectives.
2. Design and presentation of an appropriate Asset Allocation Strategy.
3. Selection of investment managers/alternative investments using a "Manager of Managers" model.
4. Establishment of an Investment Policy Statement where appropriate.
5. Monitoring of ongoing investment performance, manager investment style, and organizational stability.

In addition to advising high net-worth individuals and families, we help institutions with investment planning. We assist retirement and employee benefit plans, foundations, endowments, and charitable organizations. We believe our unbiased and objective investment advice is free of conflicts of interest because our compensation is on a fee-for-service basis.