A complete list of active advisors currently associated with CAMBA Capital, LLC
Warmer can help you find a great advisor at CAMBA Capital, LLC or one who fits your needs even better.
Camba Capital serves individuals and families with an emphasis on retirement decision-making, including participants in public pension systems such as teachers, first responders, and civil servants. The firm offers discretionary investment management plus project-based pension-election and retirement-planning analyses, an ongoing planning retainer, and hourly consulting, and it provides rollover and workplace-plan option advice to help clients evaluate lump-sum versus annuity choices. Camba’s investment approach builds each account around a diversified, low-cost core of mutual funds and ETFs, with discretionary rebalancing and an optional tax-managed core of individually held stocks in taxable accounts to facilitate tax-aware harvesting. For clients who opt in via a written Schedule B, Camba may add a Growth Complement of individual U.S. stocks and exchange-traded products that hold digital assets (subject to firm- and client-level caps and documented suitability), and it uses probability-based modeling, including Monte Carlo simulation, as part of its planning process. Noteworthy features include a formal, documented pension-consulting process that delivers written analyses and probability-based retirement projections for individual plan participants (while not advising pension plans or selling annuity products). The firm also discloses an ownership-linked relationship with Teranode AI, Inc., which provides analytics and decision-support technology, and operates as a newly registered, single-advisor practice that emphasizes written controls for Growth Complement limits, transferred-in holdings, and tax-managed strategies.
To learn more about the advisors currently working at CAMBA Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Port Jefferson Station, NY
| 1
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