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