We aim to use our role as the investment manager to support the client experience that you aim to deliver. While we recognize that each Advisor has a unique business model; experience has revealed that there are consistent characteristics for turning clients into raving fans.


Every investment solution that we offer is designed to deliver a specific outcome. Pairing or grouping investment solutions allows us to take a dynamic approach to creating portfolios specific to client outcomes. To learn more about our investment philosophy and specific investment offerings please click here.


Helping clients articulate what is truly important to them is an art-form. The Outcome Focused Client Engagement intentionally challenges traditional retirement goals to uncover the outcomes that your clients truly desire. Outcomes are then quantified, prioritized, and recorded as the primary benchmark for client success. Your value, and ours becomes tied to our ability to deliver the client outcomes. This creates an environment for the investment process that is fair, measurable, and transparent for all parties involved.  Our ability to align our investment solutions with the outcomes, and our track record of success in delivering outcomes is what makes the Camelot Experience truly unique for you and your clients.  Contact us to learn more.

Pairing an Outcome Focused Client Engagement Process with our Outcome Focused Investments Management Solutions allows you to create a truly unique experience for your client. The journey to and through retirement can only be truly unique if it is designed for individual clients desires. Our measurement for success for every client is directly tied to - and measured by - each clients ability to achieve their desired outcomes.  "If one does not know to which port one is sailing, no wind is favorable." - Seneca