Camden Capital Management

Camden Capital’s premier full-service wealth management services and resources offer one seamless financial solution. Services and resources include:

Manager search and selection
Asset allocation
Portfolio design, construction & monitoring
Implementation of portfolio analysis Monte Carlo Simulation, which sets realistic goals and determines probability of performance
Disciplined investment strategies
In-house large cap portfolio management when appropriate
Tax, trust, and insurance planning
Oversight of philanthropy donations
Creation of investment policy statements
Consolidated performance reporting portfolio accounting (including year-end reconciliation of all 1099s)
Consolidated performance reporting (includes all invested assets held both inside and outside of Camden Capital)
Detailed, comprehensive reports, which are accurate, timely, and in plain English

Camden Capital provides high-performance financial products, exclusive financial planning services, and an impressive array of wealth management tools and resources. We offer a personalized financial plan that includes: wealth enhancement, wealth transfer, asset protection, charitable giving, estate planning, and trust services. When you choose Camden Capital as your financial advisor, you gain access to a one-stop-shop of vast financial resources.

Clients can make use of our entire array of services, or select specific services on a project or "a la carte" basis. Whatever your needs, our clients know that their financial decisions can be addressed, evaluated, implemented, and monitored under one roof in a comprehensive, disciplined, and coordinated way.

We use disciplined investment strategies, diversified wealth strategies, and sophisticated optimization and allocation models. Our objective is to construct portfolios that deliver the highest possible after-tax, after-fee returns.

Camden Capital works as an objective intermediary in concentrated equity transactions. All transactions are bid competitively among multiple firms, while we continue to work with the client's independent counsel to negotiate documentation. The result is optimal pricing, documentation, execution, and service for the client.

Camden Capital produces one master source of information that covers your investment performance. The detailed, comprehensive report is timely, accurate, and relevant. Reports are prepared quarterly, however, should you require it, our firm can provide reports more frequently.

Camden Capital competitively shops loan rates from multiple institutions - a benefit of not being limited to any one lending institution. This competitive bidding process allows us to obtain rates below what most clients can achieve on their own.