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Caliber Investments logo with a lion rampant outline.
Close-up of a jet engine turbine on an airplane wing
Caliber Investments silver logo with a lion rampant

Who We Are:

Caliber Investments is a full service investment firm. We focus on multiple asset classes and offer a full range of investments from many investment companies.

Our Mission:

Here at Caliber Investments, our mission is to offer a broad selection of investment choices while providing personalized service to each and every client. Our primary focus is customized financial planning that is intended to fit all types of investment goals. David J. Elrod is the president of Caliber Investments. He has over 20 years of experience in the securities and annuity industry and holds a bachelor's in science from Moody Bible Institute. In addition, he holds a CFS designation from the Institute of Business and Finance, AIF Fiduciary designation, as well as AAMS designation from the College of Financial Planning. Mr. Elrod has previously appeared on Fox Toledo, WSPD, and worked as an ELP (endorsed local provider) for Dave Ramsey.

Our Core Values:
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  • People before business

  • Provide personalized service to every client every time

  • Act with honesty and integrity without compromise

 
Our Services:
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  • Investment Services

  • Retirement Income Planning

  • Estate Planning Assistance

  • Insurance Services

Calculators

You can review interesting calculators on my site.

View Calculators

Schedule an Appointment

Schedule a phone call, zoom call, or in person meeting with David Elrod using our Calendar link.

View Calendar

Contact Us

Please feel free to contact us with any questions.

Contact Us
Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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An Umbrella Policy Offers Extra Liability Coverage

Covers benefits of personal umbrella insurance for large liability claims.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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HOT TOPIC: Data for Sale - Tips to Help Protect Your Private Information

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck