INDUSTRY LEADING WEALTH MANAGERS AND PRIVATE EQUITY FUNDS NOT READILY ACCESSIBLE TO THE MASS AFFLUENT.


Our focus on the high- and ultra-high net worth provides direct access to exclusive third-party managers and unique investment products not easily accessible to the mass affluent. We excel at developing customized, traditional and tax efficient strategies utilizing:

  • Institutional-level third-party managers
  • Traditional equities and fixed income
  • Separately managed accounts
  • Unified managed accounts
  • Private equity funds
  • Alternative investments
  • Asset-based lending

THIRD-PARTY MANAGERS

We select and monitor industry leading investment managers who have an exceptional pedigree by demonstrating historic out-performance relative to their index, consistently manage downside risk, have proper risk control procedures in place and whose investment philosophies are aligned with ours.

Managers selected are world-class experts in their sector. They are highly accessible, attentive and responsive to the needs of prominent high-net worth families while understanding the importance of remaining discreet. The impressive character and ongoing achievements of our wealth managers sets us apart from our peers.

Selected wealth managers must demonstrate the following criteria:

  • Exceptional pedigree
  • Historic out-performance track records relative to their index
  • Consistent downside risk management
  • Modest fund size and disciplined approach
  • Internal risk control procedures and proper staffing
  • Aligned investment philosophies

PRIVATE EQUITY: CAMDEN OPPORTUNITY FUNDS

While private investment offerings are normally reserved for institutional investors, Camden Opportunity Funds was created to provide access to unique investment opportunities.

ALTERNATIVE INVESTMENTS

Our investment recommendations may possess a range of alternative investments such as private equity, real estate, commodities and hedge funds. In today’s interest rate environment, alternatives have grown in popularity as investment managers have struggled with the rising price of traditional equities and fixed income products with minimum yield. We are dedicated to identifying alternative asset managers who subscribe to the philosophy of protecting clients’ assets when utilized as a satellite offering to the overall core position.

ASSET-BASED LENDING

Camden Capital competitively shops lending rates from multiple institutions. This bidding process allows us to obtain pricing below what most clients achieve on their own and removes the burden from the client. We also offer aggressive margin lending rates on investable assets through our third-party custodians.