The needs of high net worth and ultra-high net worth families are often multi-faceted and complex. With thoughtful attention to detail and a persistence on delivering superior service, Camden Capital offers intelligent investment solutions that create value for clients by simplifying their financial lives and providing them the freedom and flexibility to pursue other life interests.

We strive to become a family’s wealth steward in every financial matter. Through our forward thinking approach, we offer scalable solutions that are utilized by multiple family members.

Camden Capital combines the highly personalized services of a family office with access to institutional-level investments, including market leading third-party managers, private equity and alternative investments. We are held to a fiduciary standard which means we need to act in the best interest of our clients at all times.

Our services include financial planning, private equity advice, real estate investment strategies, tax-efficient investment strategies, consolidated performance and tax reporting on all asset classes, margin lending solutions, philanthropy and family governance. Furthermore, families often rely on us to coordinate their financial affairs with third-party representatives, such as CPA’s, attorneys, estate planners and insurance providers.

Camden Capital was founded on entrepreneurial drive and the desire to out-perform. To this day, we remain hands-on and have a relentless commitment to client service.

Since our beginning, we have connected with and served successful entrepreneurs. Today, entrepreneurs and business owners make up a large percent of our client base.

We understand significant wealth is most likely created once. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. We strive to preserve and grow the capital of our clients by seeking to generate attractive, after-tax returns by employing unbiased, risk-adjusted strategies that outpace inflation.

We are agnostic and have an advisory fee-based model. We custody assets at third party custodians and we are held to the fiduciary standard.

We believe honesty, integrity, authenticity and expertise are at the heart of the client experience.