Network·Venture Capital
📍 MAUMEE, OH
SEC CRD #801-70932
Camelot Portfolios Camelot Portfolios is a Comprehensive Investment Management Company We provide the tools necessary to build tailored portfolios Schedule a call 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. Contact our team today to learn about how Camelot can help deliver more value and better outcomes for your clients. Turnkey Portfolio Solutions Fully Diversified Portfolios Designed For Specific Outcomes Each of our 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. ORCHARD PORTFOLIOS “Take the Fruit, Not the TreE” Download White paper Orchard Portfolios are designed to deliver retirement income using an active fundamental investment approach. LEGENDS PORTFOLIOS “Invest Like the Legends” Request Information Legend Portfolios are designed to deliver long-term total return using a active fundamental investment approach. Build Your Own Portfolios Build Your Own Portfolios Using Our Strategies 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
FRANK ECHELMEYER
CHIEF COMPLIANCE OFFICER
📞 (419) 794-0538
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AUM
$272M
Check Size
$100M–$100M
Location
MAUMEE, OH
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