Private Client Group

CAM Private Client Group

Exclusive Access and Personalized Services with CAM Private Client Group

The CAM Private Client Group is our elite offering for high-net-worth individuals who demand a bespoke and exclusive approach to wealth management. We provide unique benefits tailored specifically to cater to your sophisticated financial needs.

Your Privileges

• Quarterly Meetings with your Wealth Management Advisor: Enjoy regular in-depth reviews of your financial status to keep your portfolio optimized.
• Unlimited CPA & CFP Access: Benefit from expert financial advice whenever you need it.
• Custom-Built Mobile Application: Control your wealth management at your fingertips with our tailor-made application.
• Bill Pay & Cash Management Services: We simplify your financial management, so you can focus on what matters most.
• Philanthropic Planning Review & Implementation: Strategize your charitable giving with our expert guidance.
• Access to Private Equity, Hedge Funds, and General Partnership Investing: Take advantage of exclusive investment opportunities.

Exclusive Access

• Executive Portfolio Series: Gain unprecedented access to our Executive Portfolio Series, forming the backbone of your investment strategy.

Customer Service

With the CAM Private Client Group, you’re not just a client – you’re a valued member. You’ll have a dedicated relationship manager and client service manager, responding to your requests in real-time, ensuring every detail of your service needs is met promptly and accurately.