Investment Process: Attempts to Capture what average investors are missing
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 what we believe are solid investments and constantly monitor each portfolio so you can live life knowing someone is taking care of your 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 comfort level. Though market changes are out of our hands and we do not have a magic crystal ball – we seek to create diversification and focus on generating potential 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, attempting to meet your long term investment objectives.
Investment Tools: More tools = more opportunity
Our cutting-edge platform allows us to utilize stocks, bonds, mutual funds, closed-end funds, ETFs, REITs, index funds, and other publically traded securities. With such a wide array of tools, we can seek opportunities wherever they may be hiding, regardless of market or economic conditions. Many of the best investing opportunities are created by short-term periods of extreme market volatility (up or down), causing most investors to make the wrong move at the wrong time.
Customization: A portfolio designed just for YOU
Our investment team will work directly with your Financial Advisor to create a portfolio to meet your unique needs. The strategies in your portfolio will be selected based on your objectives – return requirement, risk tolerance, income needs, and tax situation. As your objectives change, we will modify the portfolio accordingly.
Qualified Management: You deserve an expert
Camelot Portfolios has assembled an elite team comprised of CFAs (Chartered Financial Analyst), CFP (Certified Financial Planner), Estate Planning Attorneys, and other professional backgrounds such as mathematics, economics, finance, accounting, among others; with a combined investment experience of over 100 years.