A complete list of active advisors currently associated with Campbell Newman Asset Management Inc

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Campbell Newman Asset Management provides discretionary portfolio management to a mix of institutional clients—including pension and profit-sharing plans, charitable organizations, corporations and government entities—as well as high net worth and other individual clients, including accounts in wrap-fee programs and Model Platform arrangements. The firm manages three equity strategies (Large Cap Dividend Growth, Small Cap Growth and Large Cap Growth) and maintains a balanced legacy offering for existing clients that includes fixed income ETFs and government securities. CN’s investment process is bottom-up and fundamental, using independent research, traditional valuation metrics and an Investment Committee that maintains model portfolios and seeks to outperform relevant benchmarks over a market cycle. The firm calculates account valuations and investment performance using ICE Data Services as its primary pricing source, and applies formal trade aggregation, allocation and valuation procedures in implementing its models. Several operational features distinguish CN from many peers: it reports and uses firm-level performance results, serves as a wrap fee program manager receiving a portion of bundled sponsor fees, and supplies investment models to other advisers—Model Platform Account assets reported in the brochure exceed CN’s discretionary regulatory AUM. With a long SEC-registration history (since 1972) and a relatively small advisor team overseeing a large client base and high AUM per advisor, CN documents specific policies (Code of Ethics, Valuation Committee, trade rotation and proprietary-account trading order) intended to address the resulting conflicts of interest.

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