CAM Services to Investors/Individuals
Based on a client’s unique needs and personal circumstances, CAM builds a custom investment portfolio of individual stocks and low-cost ETFs. We believe that directly investing in individual stocks increases tax efficiency, lowers overall portfolio expenses, and provides greater opportunities for personalization. In addition, our strategies can offer exposure to equities, fixed income, and liquid / illiquid alts depending on the risk tolerance and investment goals of each client.
For clients with concentrated positions, our optimization process balances tax efficiency with risk management. Your clients will benefit from custom portfolios which are diversified, tax efficient, and cost sensitive. You, as the primary relationship manager to your clients, will benefit from a high-touch partner in CAM who is committed to providing a value-added, institutional quality, investment management solution.
CAM Services to Advisors & Professionals
CAM partners with Financial Advisors, Tax Attorneys, CPAs, and other financial professionals to provide personalized investment solutions for their clients. We believe that directly investing in individual stocks increases tax efficiency by providing greater tax loss harvesting opportunities and lowers costs by eliminating fund expense ratios.
For clients with existing investments with large, embedded capital gains, our optimization process incorporates these positions balancing risk management and tax planning. Your clients will benefit from highly diversified, low cost, tax sensitive, customized portfolios. You, the professionals, will benefit from a high-touch partner in CAM who is committed to providing a value-added, institutional quality, investment management solution.
As a Registered Investment Advisor CAM has a fiduciary responsibility to provide the best possible care for your clients and we make it our mission to do so.