Enjoy the lifestyle you’ve worked hard to achieve.

Our Values

CONFIDENCE
Our clients help their families and those they care about most.

Equity Compensation

COMPANY STOCK
Our clients come to us with a large range of planning needs.

Our Approach

FEE ONLY
A better way to provide advanced planning strategies.

How CAM Invests

EVIDENCE-BASED PHILOSOPHY
We assume that tomorrow won’t be like yesterday.

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Your Path Is Unique

How does your advisor manage and protect your wealth?
Is reducing your tax bill important to you?
Is there a better strategy for your company stock options?
Are you looking to generate more income and better portfolio performance?

Get Started with CAM

Strategies for Income

Learn about CAM Core Income Strategies

Discover a smarter approach to generating more income.

Alternative investments is just one asset class where we’ve spent a lot of time in growing our approach beyond traditional solutions in order to help clients achieve their long-term investment objectives.

At CAM, we may also pursue higher yields and better performance in non-traditional solutions, as well as across both public and private investment strategies, when appropriate.

Why choose CAM?

Our clients help their families and those they care about most

CAM Investor offers a boutique and personal experience, like a fine dining experience tailored for you.

Boutique & Personal

As an independent firm, we have no corporate mandates to work with hundreds of clients per advisor, which allows us to deliver quality and personalized service to our clients.

Two women in front of a whiteboard with flowcharts drawn on the board.

Advanced Planning Solutions

Customization is necessary because we often provide the greatest value when our clients’ needs have a certain level of complexity.

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Ask for a 2nd Opinion

Are you curious about your financial health? We would love to hear your story and provide a second opinion on how we can help.

Choosing a Financial Advisor

What makes a financial planner a good fit for a client? Watch this quick video segment where Marc Jimenez, Managing Principal and Chief Investment Officer at CAM Investor Solutions, provides insights to clients looking for investment solutions on what questions to ask and what to look for in an investment planning firm.

Our Process

Deciding who is going to help you accomplish your financial goals is a huge decision.

During our process you get to know us and how we can help.

Intro Call

Are we right for you? Let’s hop on a 15-minute intro call.

Discovery

An opportunity to understand everything that is financially important to you in seven key areas.

Recommendation

We will present a detailed, actionable plan that will serve as a roadmap.

Implementation

Our commitment to take action on recommendations and move forward.

Continuous Review

Discuss progress toward your goals and advanced planning objectives.

Financial Planning Process

Want To Learn More?

Check out our latest articles and research