Wealth Advisory
Clarity, Conviction & Purpose
Wealth Advisory
We help you address the full spectrum of your wealth management needs through a vast array of independent solutions
The core of our wealth advisory strategy is investment management
Our approach guides you through a well-designed investment program as we bring the best ideas from the institutional community to you, our client. We strive to deliver exceptional wealth management through proactive advice and innovative opportunities. It is our goal to provide you with a total wealth management platform with an unparalleled commitment to personalized service.
We will work with you to help your assets grow in a manner consistent with your goals and tolerance for risk. As your wealth management partner and as a registered investment advisory firm, we are guided at all times by acting in your best interest. We are not sellers of products, but buyers of best-in-class solutions, investments and resources on your behalf.
Investment Philosophy
The primary investment benchmark we focus on: YOUR GOALS
We believe in a long term global strategic approach to asset allocation with tactical adjustments as long term secular shifts occur in the financial markets.
Our investment philosophy is deeply rooted in a discipline, systematic approach based on academic research and scientifically validated investment principles and processes. We employ public and private markets and passive (beta) and active (alpha) strategies. Active strategies are used as long as managers are adding value on a risk adjusted and after tax/cost basis.
Our investment philosophy adheres to four investment tenets:
You Benefit from Our Open Source Institutional Platform
Investment Process
Review current investments
Determine client goals
Determine appropriate risk/return objectives and time horizon
Evaluate income needs, if appropriate
Select appropriate asset classes to be included
Model short-term & long term portfolio characteristics
Determine asset classes, styles and investment strategies
Determine investment vehicles
Consider tax efficiency
Create investment policy statement
Identify & screen manager universe
Quantitative analysis
Qualitative analysis
On site visits
Evaluate & select custodian
Set up accounts & investment advisory agreements
Communicate goals and objectives with investment managers
Conduct ongoing due diligence on investments
Review investment manager performance versus relevant benchmarks
Recommend changes in investment strategy if appropriate
Provide comprehensive reporting
Solutions
Distinctive Solutions Designed Around You
Unlike brokerage houses, banks and trust companies, we don’t sell or promote proprietary products.
We offer our clients the benefits of our open source institutional platform providing access to best-in-class solutions and services on a global scale. We work very closely with you to personalize our solutions to help you accomplish your unique wealth management goals.
Investment Research
Proactive, Independent & Insightful Advice
Sound investment advice, we believe is the result of comprehensive global research and experienced analytical skills coupled with a deep understanding of your financial and investment goals. At Camden, we have developed strategic alliances with large institutional as well boutique research firms that provide us with independent, extensive market economic, technical as well as policy research.
We employ these extensive resources to identify the trends and events that affect local and global markets. they also guide our investment strategy and asset allocation decisions.
