SOCIALLY RESPONSIBLE INVESTMENT MANAGEMENT

Risk-Optimized, Tax-Minimized, Personalized Portfolios

Risk-Optimized, Tax-Minimized, Personalized Portfolios

Camelotta provides the highest caliber of professional management to grow your money steadfastly and conservatively. We don’t make money by churning stock in your account. Instead, our sole focus is concentrated on maximizing returns after taxes and fees by screening investment choices, brokerages, and custodians for the best cost-benefit mix for our clients.

Fossil Fuel Divestment

Remove fossil fuel companies from your account with asset allocation strategies that have a demonstrably lower exposure to companies with negative carbon impacts.

Diverse Investment Types

Discretionary engineering and management of investments including stocks, bonds, mutual funds, ETFs, options, futures, and private equity.

Client Investment Portal

We deploy a secure, cloud-based investment dashboard where our clients can see all of their accounts and analyze them in one place.

Learn Why We Make Each Client Feel Like They Are Our Only Client.

CLIENT FIRST

We adopt a client first policy that places a client’s needs before our own.

PERFORMANCE DRIVEN

Our compensation is tied to asset growth, not by churning stock.

FAMILY FOCUS

Uniquely equipped to address issues that face individuals across generations.

Latest Camelotta Insights

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