CAMELOT 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.
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