Why do advisors choose to access Camelot directly?
In addition to receiving access to Camelot's turnkey portfolios and over a dozen separately managed strategies -- Direct Advisors gain access to a host of specialty services and custom solutions that allow them to focus on their clients and grow their business.
Our Direct Partners also have access to our specialty services:
CUSTOM BUILT PORTFOLIOS & OPTION WRITING
ADVANCED INVESTMENT STRATEGIES FOR HIGH NET WORTH
QUALIFIED REPLACEMENT PROPERTIES (QRP)
PRIVATE EQUITY (SUBJECT TO DIFFERENT FEES)
HIGHLY CONCENTRATED POSITION EXIT STRATEGIES