Crosby Advisory Group, LLC

Crosby Advisory Group, LLC (CAGL) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. CAGL creates an Investment Policy Statement for each client, outlining their current financial situation and constructing a plan to select a suitable portfolio. CAGL generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities. CAGL may use other securities as well to help diversify a portfolio when applicable.