Working with Camelot is Simple.

We want to introduce you to investment solutions that allow you to stay focused on the client relationship.

 
 

SCHEDULE CALL

First, please schedule a call with our advisor consultant. We want to hear about the way you manage assets and how we might best help.

 
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ADDRESS OBSTACLES

During our brief 15 minute call we will address the obstacles you face and explore all the possible solutions to best address them.

 
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EXPERIENCE FREEDOM

After our call we move towards choosing the investment solution that works for you and for your client's desired outcome.

 
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There are many ways to Access Camelot.

Choose an access point that works for you.

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DIRECT

Turnkey PORTFOLIOS

BUILD YOUR OWN PORTFOLIOS

 

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PLATFORM

Turnkey PORTFOLIOS

BUILD YOUR OWN PORTFOLIOS

 

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FUNDS

premium return fund

excalibur small cap income fund

 

 

Your clients trust you to make informed decisions.  And we know that you want to be prepared to deliver invaluable advice. In order to do that, you need proven investment management solutions.

Unfortunately, choosing the right investment manager can be overwhelming and often leaves most advisors to make critical investment decisions on their own.  We believe that advisors should never be made to feel alone...