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Enjoy the lifestyle you’ve worked hard to achieve.

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Your Path Is Unique

  • How does your current 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?

Strategies for Income

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?

We help you make work optional while maintaining a sense of meaning and purpose for your future.

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.

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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 anxious 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.

Through our process you get to know us and if we can help you before any commitments.

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.

Want To Learn More?

Check out our latest articles and research

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You're hearing a lot about post election economic and market impacts. This may raise some concerns for you. But why are you truly concerned?
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Avoid this Scary Tax Penalty! What to know about Medicare Part D

Have you been afraid to sign up for Medicare Part D? Or look at your new Medicare Part D premium? Don't be! Avoid penalties and high fees.
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