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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.

Schedule an Appointment

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

Contact Us

Please feel free to contact us with any questions.

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Moving to a new state may have tax consequences that can follow you long after you settle in.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Will you be able to afford nursing home care?

How Long Will Your Funds Last?

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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