Land of Lakes, FL Office

CAM Investor Solutions provides investment advisory and financial planning services to individuals (including accredited and qualified investors), corporations, and pension and profit‑sharing plans. Its offerings include discretionary and non‑discretionary managed accounts, retirement plan services delivered with Savant Capital, sub‑advisory arrangements, and access to private investments such as private equity, venture funds, and hedge funds.

The firm tailors portfolios to each client’s objectives, time horizon, and risk tolerance and employs strategies that range from strategic asset allocation and dollar‑cost averaging to technical analysis and both long‑ and short‑term trading; accounts are reviewed at least quarterly. CAM may implement portfolios directly or through third‑party sub‑advisors and generally requires clients to execute discretionary management agreements and related account documentation.

Distinctive for a small advisory team, CAM manages roughly $155 million across about 146 client relationships while offering access to private investment vehicles and, for certain separately managed accounts, the use of derivatives. The firm also discloses that some service providers use artificial intelligence components and conducts periodic due diligence on those providers, and it executes and custodians client assets through established platforms (Schwab and Altruist).