A complete list of active advisors currently associated with Camelotta Advisors

Warmer can help you find a great advisor at Camelotta Advisors or one who fits your needs even better.

Camelotta Advisors provides portfolio management, advisory consulting and pension plan consulting to individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations and employer-sponsored retirement plans. The firm offers discretionary portfolio management across public securities—including stocks, bonds, ETFs, mutual funds and options—as well as written financial plans and consulting engagements; it also provides litigation support and expert valuation services under a separate Divorce Analysis engagement. The firm’s investment process combines fundamental and technical methods, including charting and cyclical analysis, and ranges from long‑term purchases to short‑term trading. Camelotta regularly monitors and rebalances portfolios and discloses the use of margin and derivative instruments (including options) in client accounts, and may employ borrowing in separately managed accounts where appropriate. Compared with many peers, Camelotta’s practice explicitly incorporates active trading techniques and the use of derivatives and margin within managed accounts, and it documents a separate litigation-support offering for divorce and forensic valuation work. The firm also participates in custodian-sponsored educational events and makes available seminars and related support resources, and it generally requires a $3.0 million minimum for portfolio management while retaining discretion to accept smaller accounts under specific criteria.

To learn more about the advisors currently working at Camelotta Advisors, 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.