Investment Management Solutions


Turnkey Portfolios

CAMELOT HAS Two PRIMARY turnkey INVESTMENT portfolios (ORCHARD & FOURTRESS).

EACH PORTFOLIO IS BUILT to accomplish your client's desired outcome:

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  • Supplement retirement income

  • Short term horizon outlook

  • Active & Tactical Management

  • Cash flow + option writing

  • Build a retirement nest egg

  • Long term horizon outlook

  • Passive, Tactical & Active Management

  • Global, alternatives, tactical, value

 

Build Your Own Portfolios

below are 20 "Mix & Match" Strategies to build your own portfolio. Access camelot

strategies via direct selling agreement, platforms, or camelot's mutual fund.

Income Strategies

AGGRESSIVE INCOME

PREMIUM STOCK DIVIDEND

OPPORTUNITIES INCOME

CORE INCOME

RESERVE INCOME

ETF BOND LADDER

Growth Strategies

CAMELOT PREMIUM RETURN MODEL

PREMIUM STOCK MODERATE

PREMIUM STOCK GROWTH

PREMIUM ETF GROWTH

PREMIUM FUND MANAGEMENT

BIBLICALLY RESPONSIBLE

INTERNATIONAL ETF

SMALL CAP VALUE

SMID VALUE

Specialty Strategies

ACADEMIC ALTERNATIVES

CORE MUNICIPALS

HARD ASSET CASH FLOW

MANAGED ENERGY INCOME

PREMIUM MUNICIPALS