CAM INVESTOR SOLUTIONS

Overview

CAM Investor Solutions is an independent, SEC‑registered RIA formed in 2017 and organized as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. CAM acts as a capital allocator: it constructs portfolios from public market strategies and selectively places client capital with third‑party managers when appropriate. The firm’s stated investment preference tilts toward equities, with a hands‑on approach to manager selection rather than an ESG mandate (Active ESG Investor: No). Its fee structure is flexible, mixing percentage‑of‑AUM billing with hourly and fixed‑fee engagements to accommodate different client needs and project work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices