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Downside Protection

Our proprietary technical analysis does not tell us whether the market, or an individual stock, is at the top or the bottom, but it does tell us when conditions are favorable or unfavorable. When things are bad, we usually elect to hold cash and look for alternatives to money markets to enhance yield. When conditions improve, we move cautiously into individual stocks, ETFs, and select closed-end funds. Once a purchase is made, we use a trailing stop to protect the client from a rapidly falling stock market.

You will have online access to your account balances and holdings 24/7, and when you need help or have a question, you get a prompt, professional, confidential and courteous response, whether in person or by phone or e-mail. You decide how often you want to meet with an advisor to review your investment performance. You will receive monthly account statements from your custodian or broker and quarterly performance reports from us. You can also count on us to work seamlessly with your CPAs, estate-planning attorneys and other trusted advisors.  In fact, you may have been introduced to us by a trusted advisor.

 



 

Crow Financial Advisors

Personalized investment strategies.
Innovative downside protection.
Trustworthy advisors with integrity.
Engineered risk.

Financial peace-of-mind.

 

Thomas A. Crow, President

Albuquerque, New Mexico
Email: info@crowfa.com

Call: 505.243.2281

 

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Crow Financial Advisors is an independent Registered Investment Advisory firm and acts as an investment manager for individuals and institutions.
This communication is for informal purposes only and nothing herein should be construed as a solicitation, recommendation or offer
to buy or sell any securities or products, and does not constitute legal, tax or investment advice.

Crow Financial Advisors may only transact business in a state if it is first registered or excluded or exempt from registration.
Please contact us if you have questions about our ability to work with you.