we help you address the full spectrum of your wealth management needs through a vast array of independent solutions
The core of our wealth management 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.
"The individual investor should
act consistently as an investor
and no as a speculator"
Ben Graham
The primary investment benchmark we focus on: YOUR GOALS
We seek to maximize your after-tax returns with an acceptable level of risk
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.
Academic research suggests that the decision to allocate total assets among various asset classes will outweigh security selection and other decisions that impact portfolio performance.
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.
• 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
Unlike brokerage houses, banks and trust companies, we don’t sell or promote proprietary products. We offer our clients the benefits of an open architecture 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.
Cash Management
traditional investments
EDUCATIONAL SAVINGS PLANS
alternative investments
annuities
CREDIT
&
LENDING
SERVICES
insurance
trust services
retirement plans
CASH MANAGEMENT
Cash Management Accounts
Check Writing
Debit Cards
Money Market Funds
Electronic Funds Transfers (ACH)
Online Bill Pay
TRADITIONAL INVESTMENTS
Certificates of Deposits
Bonds
Stocks
Mutual Funds
Managed Accounts
Options
EDUCATIONAL SAVINGS PLANS
529 College Savings Plans
Coverdell Education Savings Accounts
Custodial Accounts (UGMA/UTMA)
ALTERNATIVE INVESTMENTS
Hedge Funds
Managed Futures
Exchange Funds
Structured Notes
Real Estate
Precious Metals
ANNUITIES
Fixed
Variable
Index
Immediate
CREDIT & LENDING SERVICES
Mortgage Loans
Home Equity Lines of Credit
Personal Loans
Margin Lending
Securities Based Lending
Business Loans
Structured Lending
Restricted Stock Financing
INSURANCE
Life
Medical
Property & Casualty
Long Term Care
Disability
TRUST SERVICES
Professional Trustee Services
Revocable & Irrevocable Trusts
Generation-Skipping Transfer Trusts
Marital Trusts
Credit Shelter Trusts
Dynasty Trusts
Charitable Trusts
Irrevocable Life Insurance Trusts
Domestic Asset Protection Trusts
International Trusts for Non-US Citizens
RETIREMENT PLANS
IRAs
SEPs
Simple IRAs
401(k) Plans
Profit Sharing/Money Purchase Plans
Defined Benefit Plans
Deferred Compensation Plans
"The individual investor should
act consistently as an investor
and no as a speculator"
Ben Graham
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.
INVESTMENT
RESEARCH
MARKET
• Fundamental
• US Equities
• International Equities
• Fixed Income
• Technical Analysis
POLICY
• US
• International
• Emerging Markets
• Geo-Political
ADDITIONAL
• Institutional Managers
• Alternative Investments
• Asset Allocation
• Foreign Exchange
• Interest Rates
•Commodities
ECONOMIC
• Macro
• Micro
• Country Specific