Camelot Portfolios
Investment Management, 1700 Woodlands Dr, Maumee, Ohio, 43537, United States, 11-50 Employees
Phone Number: +18*********
Who is CAMELOT PORTFOLIOS
We manage a wide variety of strategies from basic capital preservation to aggressive equity income. Each strategy is managed for a specific outcome and portfolios are designed using the m...
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Headquarters: 1700 Woodlands Dr, Maumee, Ohio, 43537, United States
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Date Founded: 2008
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Employees: 11-50
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6211
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NAICS Code: 523150 |
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Frequently Asked Questions Regarding Camelot Portfolios
Answer: Camelot Portfolios's headquarters are located at 1700 Woodlands Dr, Maumee, Ohio, 43537, United States
Answer: Camelot Portfolios's phone number is +18*********
Answer: Camelot Portfolios's official website is https://camelotportfolios.com
Answer: Camelot Portfolios's revenue is $1 Million to $5 Million
Answer: Camelot Portfolios's SIC: 6211
Answer: Camelot Portfolios's NAICS: 523150
Answer: Camelot Portfolios has 11-50 employees
Answer: Camelot Portfolios is in Investment Management
Answer: Camelot Portfolios contact info: Phone number: +18********* Website: https://camelotportfolios.com
Answer: We manage a wide variety of strategies from basic capital preservation to aggressive equity income. Each strategy is managed for a specific outcome and portfolios are designed using the mix of strategies that best align with client outcomes. Using strategies such as individually selected laddered bonds and option based portfolios we believe we can serve the needs of more complex portfolios often presented by high net worth clients. We offer 13 Core Strategies that are fully diversified, and an additional 4 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. Please click here to view our results and strategy fact sheets. Legacy positions, highly concentrated portfolios, unique income needs, etc. can all be situations where a custom approach to investing may be required. We routinely use alternatives, bonds, and the derivative market to both reduce risk and increase cash flow. From tax management to advanced estate planning concepts, we have a team dedicated to creating a custom solution.
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