At Crew Capital Management, strategic planning and the development of a strong client-advisor team will assure a successful relationship that is focused on the client. Education and understanding are crucial building blocks of this team relationship.

Crew Capital Management is pleased to present a fun way to learn about saving and investing. This unique workshop features play of the national award-winning Portfolios ™ Investment Simulation game. Participants team to manage a portfolio of stocks, bonds and a money market fund over a realistically simulated 10-year period. As players “experience” investing, they learn key concepts, including:

• Types of Investmnets
• Risk and Reward
• Aligning strategy with goals
• Asset Allocation
• Diversification
• Compounding

To learn how your organization can schedule a FREE Investment Education Workshop, contact Rob Jung.