Who We Serve
Your Path Is Unique
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.
Portfolio management fee for Core Income Strategies is 0.50% of assets under management. Strategy is for accredited investors only.
Why choose CAM?
Our clients help their families and those they care about most
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.
Advanced Planning Solutions
Customization is necessary because we often provide the greatest value when our clients’ needs have a certain level of complexity.
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.
How CAM Clients Invest with Confidence: 3 Key Strategies
During this discussion, The CAM Team led by Sarah Contino, CFP® and Marc Jimenez, CFA, CFP®, share key investment strategies we often utilize for clients.
Want To Learn More?
Check out our latest articles and research
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