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5001 Horizons
Drive, Suite 203
Columbus, Ohio 43220
Phone: 614.459.1145
Fax: 614.459.9920
e-mail: jjarvis@crossroadsfinancial.com
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Certified Financial
Planners — The Most Trusted Advisors of Businesses and Individuals
Establish Goals
Before recommending
any investments, we help establish your goals and objectives, your risk
tolerance and we calculate your portfolio's time horizon. The result
is an Individual Investment Policy Statement.
Asset Allocation
Research suggests allocating a portfolio among various asset categories
outweighs individual investment selection. We strongly believe in Asset
Allocation and recommend a diversified portfolio of primarily no-load
mutual funds, and occasionally use individual stocks and bonds.
On-going Monitoring
Monitoring your investments is an on-going process. Past performance,
historical volatility, investment style and the current economic environment
all factors in our evaluation of mutual fund manages.
Performance Reporting
We provide our clients with timely performance reporting along with
appropriate benchmarks for each asset category. We help establish and
maintain financial programs that lead to a secure, financial future.
These plans are reviewed continually to reflect new opportunities and
changing life events.
5001 Horizons Drive,
Suite 201
Columbus, Ohio 43220
Phone: 614.459.1145
Fax: 614.459.9920
e-mail: jjarvis@crossroadsfinancial.com
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