A complete list of active advisors currently associated with Campbell Asset Management, LLC

Warmer can help you find a great advisor at Campbell Asset Management, LLC or one who fits your needs even better.

Campbell Asset Management is a fee-only private wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm provides comprehensive financial planning, discretionary and non-discretionary portfolio management, pension consulting, and subadvisory services for other advisers. Campbell Asset builds customized portfolios based on each client’s risk tolerance, tax situation, income needs, and return objectives, employing asset allocation, income-generation strategies, and a mix of fundamental, technical, and economic analysis. Accounts are monitored and rebalanced regularly, with clients able to impose written restrictions (including preservation of legacy positions) and the firm exercising discretion when authorized. Noteworthy for a firm in this segment, Campbell Asset offers annual educational workshops and investment communications for retirement plan participants and has added tax return preparation and related tax planning as a service, both of which are less common among peers. The firm also provides subadvisory services, uses prime brokerage and occasional bond-crossing techniques, and emphasizes controls around client-directed restrictions and personal trading.

To learn more about the advisors currently working at Campbell Asset Management, 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.