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Firm Profile

CRFG's Story

After 25 years in the financial services industry, Ellwood L. Jones founded Capital Region Financial Group, LLC in 2000. For the first several years Ellwood worked with business owners in commercial lending and subsequently specialized in the area of investments and insurance. The complex strategies of business ownership and the ongoing relationships developed over the years has facilitated the growth of the firm.

In 2011 Capital Region Financial Group, LLC became an independent Registered Investment Adviser firm poised to fully support the financial goals of affluent individuals and business owners in the Sacramento region.

 

CRFG's Mission

To clearly understand our clients' goals, emotions and financial needs; then implement and integrate their plans, goals and advisors.

 

VALUES

We Value INTEGRITY
Integrity is firm adherence to moral and ethical principles at the highest level. The very foundation of these principles is honesty and fairness. Integrity is important in establishing the trust necessary for mutually beneficial relationships. This trust can only be earned over time and must be cherished and protected at all costs.

We Value COMMITMENT
Commitment is dedication to a thought, idea or stated goal. It involves consistent, focused effort.  It represents our resolve to stick to our guiding values when tested. Commitment is important in order to persevere in the face of adversity. In addition, quality service to clients depends on an unusually high commitment over a client's lifetime.

We Value EXCELLENCE
Excellence is performance at the highest level. We will achieve excellence by living our values. We value excellence because the pursuit of excellence is critical to building lasting relationships.

We Value CREATIVITY
Creativity is remaining unencumbered by conventional constraints when analyzing a situation and therefore providing ideas or solutions that are unique and far more reaching than those in present use. We value creativity in order to set ourselves apart. Creativity is essential at every level and in every function.

We Value VISION
Vision is imagining a picture of the future that we want to turn into reality. It is not the ability to predict the future, but rather the identification of the future we desire. We then shape our present actions in order to achieve what we imagine. We value vision because those with vision stay one or two steps ahead.  Visionaries affect change as opposed to reacting to change. Vision can keep us on the cutting edge. Vision allows us to be looked to for answers. It is an integral part in the pursuit of excellence.

We Value COMPETENCE
Competence is having a high level of expertise in a selected field of endeavor. It is the manifestation of commitment. Competence is important in order to assure quality service. And in order to assure quality service over time, it requires a commitment to learning and ongoing self-development. We value competence because it is essential to creating personal and organizational trustworthiness.

We Value RELATIONSHIPS
Relationships are associations with people that provide reciprocal value. Every aspect of our business and personal happiness is dependent upon successful relationships; therefore, these relationships should be cultivated and nurtured. Adherence to this value demands concern beyond the bottom line. Fundamentally, our relationships define who we are and the strength of our business. Valuing clients, co-workers, vendors and advisors, as partners, will result in success and satisfaction.