CAM Introduces a New Short-Term Cash Management Strategy

CAM Investor Solutions introduces a new short-term cash management strategy to tackle challenges in today’s changing interest rate environment. New year, new innovations to meet evolving client needs.

January 21, 2025, Austin, Texas — CAM Investor Solutions (“CAM”) is pleased to announce the launch of the CAM Short-Term Income Strategy, an innovative investment solution aimed at addressing the growing concerns of investors navigating a shifting interest rate environment and what to do with their cash. This strategy is designed to provide attractive income opportunities relative to traditional short-term solutions, particularly in an era when cash returns may no longer keep pace with inflation.

Why It Matters

Over the past few years, investors have been able to earn returns on cash that exceeded inflation through short-term products like CDs, money market accounts, and high-yield savings accounts. However, following the Federal Reserve’s rate cuts last year, and with more reductions expected in the coming months, these favorable conditions are changing.

Holding excess cash in the recent high-interest-rate environment did not negatively impact investors. Yet, as rates decline, maintaining more cash than necessary for emergencies and current expenses may erode its real value due to inflation. This challenge is particularly significant for retirees and other risk-averse individuals who rely on cash or cash-like investments for stable income.

The CAM Solution

“We understand the challenges posed by traditional short-term investment options in a low-interest-rate environment.” said Marc Jimenez, Managing Principal & Chief Investment Officer at CAM Investor Solutions. “Since its launch this year, our Short-Term Income Strategy has been well-received, particularly as the Federal Reserve signals continued rate cuts. Investors deserve better income on their cash. Through a blend of institutional strategies, we want to help our clients achieve their short-term cash objectives in a more reliable way.”

Who Can Benefit

Unlike CAM Core Income, which is a strategy the firm launched in early 2024 for accredited investors, CAM Short-Term Income is designed for investors seeking to improve upon their cash or cash-equivalent investment strategy in today’s economic climate. This strategy prioritizes liquidity while addressing the need to preserve purchasing power against rising GDP prices and inflation.

“With our Short-Term Income Strategy, we’re proud to offer a solution tailored to the needs of our clients, while helping them navigate the complexities of the current market environment,” added Jimenez.

The CAM Short-Term Income Strategy is now available to investors looking for an innovative and diversified approach to complement their advanced planning and broader investment objectives.

About CAM Investor Solutions

CAM Investor Solutions, a fee-only independent Registered Investment Advisor, has offices located in Colorado, Florida, and Texas. As a growing wealth management firm, we focus on the needs of our clients to increase their quality of life. Our firm’s commitment to innovation through rigorous academic research enhances how we serve a multi-generational audience.

Firm Specialties Include:

• Cash management
• Managing concentrated wealth
• Planning for stock and option compensation / company IPOs
• Custom retirement income strategies

Contact:
CAM Investor Solutions
info@caminvestor.com
1-844-247-0787
https://caminvestor.com

CAM Disclosure

M & A Consulting Group, LLC, doing business as CAM Investor Solutions is an SEC registered investment adviser. As a fee-only firm, we do not receive commissions nor sell any insurance products. We provide financial planning and investment information that we believe to be useful and accurate. However, there cannot be any guarantees. 

This blog has been provided solely for informational purposes and does not represent investment advice. Nor does it provide an opinion regarding fairness of any transaction. It does not constitute an offer, solicitation or a recommendation to buy or sell any particular security or instrument or to adopt any investment strategy.

Past performance is not a guarantee of future results. Diversification does not eliminate the risk of market loss. Tax planning and investment illustrations are provided for educational purposes and should not be considered tax advice or recommendations. Investors should seek additional advice from their financial advisor or tax professional.