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Since our founding in 2008, Camelot Portfolios has delivered investment solutions that make it easy for Advisors to make their client's calling a reality. From basic capital preservation to complex alternative strategies; we help advisors differentiate and deliver value. Contact our team today to learn about how Camelot can help deliver more value and better outcomes for your clients.

 
 
 

Each of our three turnkey portfolios is designed to deliver the specific growth or income attributes necessary for your client’s target outcomes. Each series offers four different risk profiles to match your clients preferences.

 
 

ORCHARD PORTFOLIOS

“Take the Fruit, Not the TreE”

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Orchard Portfolios are designed to deliver retirement income using an active fundamental investment approach.

FOURTRESS PORTFOLIOS

“Grow YOUR Retirement Nest Egg”

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Fourtress Portfolios are designed to deliver long-term total return using a quantitative approach with exposure to four time-tested investment components; global diversification, factor-based fundamental, tactical, and alternatives.

LEGENDS PORTFOLIOS

“Invest Like the Legends”

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Legend Portfolios are designed to deliver long-term total return using a active fundamental investment approach.

 

We offer core strategies that are fully diversified, as well as specialty strategies that can be used to round out a portfolio with unique needs. Risk associated with each strategy can range from a beta (S&P 500) of <.25 to 1+ and strategies are mixed to balance client risk tolerance and time horizon with desired outcomes.  

 
 
 

Legacy positions, highly concentrated portfolios, unique income needs, etc. can all be situations where a custom approach to investing may be required. We routinely use alternatives, bonds, & the derivative market to both reduce risk & increase cash flow. 

  • Custom Built Portfolios & Option Writing

  • Advanced Investment Strategies For High Net Worth

  • Qualified Replacement Properties (QRP)

  • Private Equity

  • Highly Concentrated Position Exit Strategies

  • Advanced Charitable Planning

    Using strategies such as individually selected laddered bonds and option based portfolios we strive to serve the needs of more complex portfolios often presented by high net worth clients.

 
 
 

We have a suite of turnkey investment solutions whether you want to access Camelot directly, through a TAMP, or at your favorite custodian. 

Choose an option that works with your model.

 
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DIRECT

Working with Camelot directly will provide you access to Camelot's suite of turnkey portfolios, separately managed strategies, and a dedicated relationship manager.

Additionally, Camelot’s direct relationships provide advisors access to our specialized consulting services focused on business development, charitable planning, estate planning, and marketing deliverables.

PLATFORM

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Working with Camelot via platform will provide you access to the turnkey portfolios and separately managed strategies available on your platform. Additionally, we serve platform advisors with access to a dedicated relationship manager.

If you would like to find a Camelot strategy on your platform of choice, we are happy to help you locate your preferred solution.

FUNDS

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Much like our individual strategies, Camelot’s Mutual Funds can be added to your portfolios based on desired outcomes. We have three mutual funds:

Premium Return Fund (CPRIX) & Excalibur Small Cap Fund (CEXIX) - Both funds utilize options to deliver cash flow. Visit CamelotFunds.com for more information.

Event-Driven Fund (EVDIX) - This fund invests in companies experiencing major changes that will unlock shareholder value. CamelotEventDrivenFund.com for more information

 
 
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Call Toll Free: 855-CPR-FUND

Corporate Headquarters
Camelot Portfolios, LLC
1700 Woodlands Drive, Suite 100
Maumee, OH 43537