Your Path Is Unique
Why choose CAM?
We seek to better define the kinds of clients we enjoy working with to ensure we build a company that helps those kinds of investors.
Boutique & Personal
As an independent firm, we have no corporate mandates to work with hundreds of clients per advisor, which allows us to deliver quality and personalized service to our clients.
Advanced Planning Solutions
Customization is necessary because we often provide the greatest value when our clients’ needs have a certain level of complexity.
Ask for a 2nd Opinion
Are you anxious about your financial health? We would love to hear your story and provide a second opinion on how we can help.
Choosing a Financial Advisor
What makes a financial planner a good fit for a client? Watch this quick video segment where Marc Jimenez, Managing Principal and Chief Investment Officer at CAM Investor Solutions, provides insights to clients looking for investment solutions on what questions to ask and what to look for in an investment planning firm.
Our Process
Deciding who is going to help you accomplish your financial goals is a huge decision.
Through our process you get to know us and if we can help you before any commitments.
Want To Learn More?
Check out our latest articles and research