At CAM, we focus on engaging the needs of our clients to increase the quality of their life.
As a growing wealth management firm, we are committed to innovation through rigorous academic research as we continue to best serve a multi-generational audience.
Our Values
Help who you care about most
Fostering an altruistic attitude in one’s life
Commitment to lifelong learning
Focus on what’s important to you
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.