Camarda provides investment advice we think you’ll find refreshingly customized and tailored for you.
Some advisors say they don’t use “cookie cutter” portfolios, but on inspection, most of their client accounts look the same. Some even use their own branded mutual funds. These can be hard to get total cost data on but may cost you more as they’re potentially more profitable for them.
Others use Turnkey Asset Management Programs that “let financial professionals and firms delegate asset management and research responsibilities to another party that specializes in those areas.”*   Not only are such advisors not actually managing the investments, but such arrangements can layer on two, three, or more additional layers of hard-to-find fees. These are often “white-labeled,” meaning “when a product or service removes their brand and logo from the end product and instead uses the branding requested by the purchaser” so the third-party advice looks like it’s coming from the advisor.
Not Camarda. We custom-craft individual client portfolios using an extensive palette of proprietary strategies available nowhere else. This gives us a remarkable degree of precision to tailor portfolios to control risk, target robust growth, and generate income based on your personal needs and preferences.
We go beyond and are happy to advise on your existing portfolios without the need to cash all in to use one of ours. This capability can be extremely valuable from a tax and legacy perspective. We can also manage your 401ks in place at your existing employer, a feat it seems most other advisors have not figured out.
Camarda’s Portfolio Management Board is run by experienced portfolio managers with highly recognized industry-credentialed expertise. We use active management and risk control to target attractive returns while working to avoid losses.
And we are led by principals who invest their own family wealth the same way they invest their clients’. We think you’ll find Camarda offers expertise far beyond what you can find elsewhere.
*Turnkey Asset Management Program (TAMP): Definition and Types https://www.investopedia.com/terms/t/turnkey-asset-management-program-tamp.asp