A complete list of active advisors currently associated with Campbell Capital Management Inc
Warmer can help you find a great advisor at Campbell Capital Management Inc or one who fits your needs even better.
The firm provides discretionary portfolio management to individuals (including high-net-worth clients), businesses, trusts, and pension plans, and also offers tax consulting on an hourly basis. It serves roughly 265 clients and manages about $303 million in client assets. The firm's sole investment adviser meets with clients to determine percentage allocations across U.S. and international equities, mutual funds, bonds, and cash, then implements and reviews those allocations regularly. Fixed-income allocations may include FDIC-insured certificates of deposit, corporate and municipal bonds, and Treasuries with staggered, laddered maturities generally capped at twenty years, and the firm generally favors a long-term, buy-and-hold approach rather than frequent trading. What is notable about this firm is the concentration of assets and client relationships under a single, long-tenured adviser who founded the firm in 1988 and holds a CPA background, a combination that is uncommon among similarly supported firms. The firm’s practice of providing standalone tax consulting alongside portfolio management and delegating proxy voting to clients are additional operational features that distinguish it from many peers.
To learn more about the advisors currently working at Campbell Capital Management Inc, 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 |
|---|---|---|
South Miami, FL
| 36
|
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