What We Do: Services

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.

Services Fit To Meet Your Needs

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.

Portfolios that Aim To Deliver Highest Possible Returns

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.

Client Advocacy

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.

All-Encompassing Performance Reporting

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.

Competitive Loan Rates

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.

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