CAM offers clients a comprehensive investment solution by combining direct investing in public markets with capital allocation across a select number of outside managers covering a broad range of alternative investments.
Our selective approach brings together a small number of family clients with a pool of investment talent that generates investment ideas, manages diversified investments, and remains accountable for the performance of those investments.
Family Clients can access CAM's investment resources in two ways:
Discretionary Multi-Asset Portfolios
After careful study of a client’s unique situation (including liquidity needs, estate planning, tax and other considerations), CAM builds and manages a global, multi-asset portfolio with the goal of maximizing after-tax returns with an acceptable level of risk.
Clients access CAM’s platform, which includes our research team that sources, develops and monitors investment ideas, our investment committee that provides recommendations, and our operations team that monitors and reports on those investments. Clients then make their own decision on which investments to pursue.