Camelot Portfolios

Custom Solutions for Elite Advisors
   
Home
Our Philosophy
The Experience
Our Team
Strategy Center
Forms Center
Results
Commentary
Camelot Funds
Disclosures
Contact Us
Access Our Managment
  

Our Investment Philosophy


All of our investment strategies have the same primary objective – maximizing the return over your time horizon. They are designed using the time tested philosophies utilized by investment legends like Benjamin Graham, Warren Buffet, and Peter Lynch. We continuously research to find solid investments and constantly monitor each portfolio so you can live life knowing someone is taking care of your client's wealth.

While each strategy is designed to maximize returns, they are also designed to experience different levels of volatility (considered as risk by most investors). Because of this we seek to create a portfolio within your client's comfort level. Though market changes are out of our hands and we do not have a magic crystal ball – we are able to create diversification and focus on generating high current & future CASH FLOW. Over time, we will rotate into areas with higher cash flow (Yield/Earnings Yield) to take advantage of market volatility. In this way, we strive to keep cash flow consistent regardless of market conditions and focus on what is in our control meeting your long term investment objectives.

Investment Cascade

Investment Cascade is a primary investment philosophy designed by Camelot Portfolios; it is inspired by many of the time tested philosophies used in creating the proper portfolio balance. We seek to align the proper risk, tax, and income parameters for your client's custom needs using future cash flow streams as our focus. 
   
The biggest mistake any investor can make is allowing emotion to direct the investing process. Most investors evaluate the success of portfolios and investment decisions based on account balances. If the account appreciates in line with expectations then it is successful, if it depreciates then it is unsuccessful. Measuring success in these terms is inaccurate and leads to emotional decision making. 
   
The proper way to value any investment is in future cash flow streams. Ultimately, all investing is done for the end purpose of creating a cash stream to use the money. For many, this end purpose is retirement, charitable foundations, college education, legacy creation, etc..  No matter what the reason, the investment process should be customized to meet these goals as they draw near. 
   
In order to achieve your goals now or in the future, you should invest to maximize your future cash flow streams. This is a very independent concept from maximizing account balances. We believe that having a focus on maximizing cash flow allows better investing decisions to be made, creates a proper definition for success, and over time will maximize your account balance in line with your risk threshold. 
        
Investment Cascade is focused on diversifying into areas that have these cash flow streams and making decisions based on maximization of future cash flows. As cash cascades and builds over time, we will strategically use the cash to purchase investments with the highest future cash flow streams. In this way, volatility and market fluctuation lose their effect on a portfolio and consistent cash flow becomes the long term focus.