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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- InsightUnison +more
- Established Date
- 01-03-2017
- Office Locations
- 2
Office Locations
About CAM Investor Solutions
CAM Investor Solutions is an independent, fee-only RIA providing tax-aware wealth management, year-round advanced tax and estate planning, and advice for liquidity events and equity compensation. The firm offers “Core Income Strategies” for accredited investors, using public and private strategies including alternatives to pursue income, performance, and tax benefits. Boutique team with no corporate mandates and a focus on complex, customized planning; custodians include Altruist and Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARC ANTHONY JIMENEZ
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #3170299
- Ownership
- 75% or more
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SARAH JO CONTINO
Wealth Advisor
- CRD
- #4144278
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,400,000 | $249,438 |
| Non-Discretionary | $0 | -- |
| Total | $155,400,000 | $249,438 |
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Separately Managed Accounts
Total SMA Asset: $155,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $76,388,873 | 24.3% |
| Public Funds | $55,955,636 | 17.8% |
| Private Funds | $41,495,190 | 13.2% |
| Cash | $21,690,668 | 6.9% |
| Municipal Bonds | $42,438,263 | 13.5% |
| U.S. Government/Agency | $76,388,873 | 24.3% |
| Total | $314,357,503 | 100.0% |