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Wealth Management Services

A Trusted Approach to Investing

Managing your finances wisely today will help you live better tomorrow.

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Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you.

We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

TRUST IN OUR 3-STEP APPROACH

 

We Listen to You

Your concerns are what matter the most to us. Tell us what’s on your mind; we’re here to listen.

We Plan With You

You’re never left figuring out a plan on your own. We’ll work by your side to create a plan that makes sense for your financial needs.

Let’s Put It Together

Once we understand your needs, we’ll develop a plan that works to help you achieve a secure financial future.

OUR APPROACH IN DETAIL

The Crews Bank & Trust Investment Management Team designs and manages portfolios to meet each client’s individual needs. Clients will receive high-quality personal service provided by a team of experienced professionals. Each client benefits from separately managed portfolios for Individual Management Accounts, Trust Accounts, Individual Retirement Accounts and Foundation Accounts.

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The Crews Bank & Trust Wealth Management team adapts its approach for each client. The process begins by discovering the appropriate asset allocation to balance risk and reward. We work with you to consider your individual goals, risk tolerance, cash needs, and time horizon. Once done, portfolios are created using separately managed accounts to control capital gains to help you maximize long-term tax efficiency.

The equity selection process focuses on the prudent use of both quality, individual stocks and exchange traded funds (ETFs) with the goal of obtaining the highest returns for the least amount of risk. We screen for companies with consistent and growing earnings, cash flows, profit margins, quality management, and debt levels.

Portfolios with individual stocks often have 30+ holdings, in conjunction with ETFs, and are balanced between all S&P 500 industry sectors. The strategy includes small-cap, mid-cap and sometimes international equities through the use of ultra-low-cost index funds. Depending on the client’s expectations and needs, some accounts may utilize ETFs exclusively.

For the fixed income selection process, we focus on high-quality, investment-grade, short- to intermediate-term bonds through ETFs. Particular attention is paid to the impact of duration and yield to maturities to control interest rate risk.

Performance is measured against standard indexes based on a client’s allocations and level of risk.

Our management fee is based upon the percentage of the assets under management, and we do not charge commissions.

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Request a complimentary portfolio review.

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On Our Minds

 chart ranges from 30 to 65, but green circles representing how many times your salary you should have saved. 30 = 1, over 65 = 10

Chart of the Day: Age vs. Salary Saved

March 14, 2024

Today’s Chart of the Day comes from Yahoo Finance with estimates by Fidelity. It shows a general rule of thumb for financial planning for how much...

Today's Chart of the Day shows a graph with a blue line representing the ebbs and flows of the total number of all the stocks in the US. The high point was in the 1990's with 7,500 stocks and the low point being now, with only 3,700.

Chart of the Day: All Stocks Index

March 12, 2024

Today’s Chart comes from an article in Barron’s with information from Wilshire Indexes. The “Wiltshire 5000” is an index similar to the S&P 500, with...

Chart showing the growing gap between life expectancy (blue line) and health-adjusted life expectancy, or Healthspan, (blue line) by year and age.

Chart of the Day: Lifespan vs. Healthspan

March 7, 2024

Today’s Chart of the Day is from A Teachable Moment by Tony Isola and one to keep in the back of your mind.