- 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.
ETF BOND LADDER
CAMELOT PREMIUM RETURN MODEL
PREMIUM STOCK DIVIDEND
PREMIUM STOCK GROWTH
PREMIUM ETF GROWTH
PREMIUM FUND MANAGEMENT