DIRECT ADVISORS

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.

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Our Direct Partners also have access to our specialty services:

  1. CUSTOM BUILT PORTFOLIOS & OPTION WRITING

  2. ADVANCED INVESTMENT STRATEGIES FOR HIGH NET WORTH

  3. QUALIFIED REPLACEMENT PROPERTIES (QRP)

  4. PRIVATE EQUITY (SUBJECT TO DIFFERENT FEES)

  5. HIGHLY CONCENTRATED POSITION EXIT STRATEGIES