Camelot Profile

Camelot Portfolios

ABOUT US

  • Founded in 2008
  • SEC – Registered Investment Advisor 
  • Over $450 million AUA as of 12/31/2019
  • Custom Portfolios, Turnkey Portfolios, and Funds*

Since our founding in 2008, Camelot Portfolios has delivered investment solutions that make it easy for Advisors to make their client’s calling a reality. From basic capital preservation to complex alternative strategies; we help advisors differentiate and deliver value. 

Each of our three turnkey portfolios is designed to deliver the specific growth or income attributes necessary for your client’s target outcomes. Each series offers four different risk profiles to match your clients preferences.

We offer core strategies that are fully diversified, as well as specialty strategies that can be used to round out a portfolio with unique needs. Risk associated with each strategy can range from a beta (S&P 500) of <.25 to 1+ and strategies are mixed to balance client risk tolerance and time horizon with desired outcomes.  

 

Income Strategies

ETF BOND LADDER

CORE INCOME

PREMIUM MUNICIPALS

OPPORTUNITIES INCOME

CAMELOT PREMIUM RETURN MODEL

PREMIUM STOCK DIVIDEND

AGGRESSIVE INCOME

Growth Strategies

PREMIUM STOCK GROWTH

PREMIUM ETF GROWTH

QUANTUM EQUITY

PREMIUM FUND MANAGEMENT

Specialty Strategies

PROTECTED PARTICIPATION

BIBLICALLY RESPONSIBLE

INTERNATIONAL ETF