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 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

INVESTMENT PHILOSOPHY

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.

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

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.

"The individual investor should

act consistently as an investor

and no as a speculator"

 

Ben Graham

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.

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

 

Investment Philosophy

Investment Process

Solutions

Investment Research

WEALTH MANAGEMENT