Camelot Portfolios is a Comprehensive Investment Management Company

We provide the tools necessary to build tailored portfolios

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Since our founding in 2008, Camelot Portfolios has delivered investment solutions that make it easy for Advisors to make their client's calling a reality. From basic capital preservation to complex alternative strategies; we help advisors differentiate and deliver value. Contact our team today to learn about how Camelot can help deliver more value and better outcomes for your clients.

Turnkey Portfolio Solutions

Fully Diversified Portfolios Designed For Specific Outcomes

Each of our turnkey portfolios is designed to deliver the specific growth or income attributes necessary for your client’s target outcomes. Each series offers four different risk profiles to match your clients preferences.

ORCHARD PORTFOLIOS

“Take the Fruit, Not the TreE”

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Orchard Portfolios are designed to deliver retirement income using an active fundamental investment approach.

LEGENDS PORTFOLIOS

“Invest Like the Legends”

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Legend Portfolios are designed to deliver long-term total return using a active fundamental investment approach.

Build Your Own Portfolios

Build Your Own Portfolios Using Our Strategies

We offer core strategies that are fully diversified, as well as specialty strategies that can be used to round out a portfolio with unique needs. Risk associated with each strategy can range from a beta (S&P 500) of <.25 to 1+ and strategies are mixed to balance client risk tolerance and time horizon with desired outcomes.

See List of Individual Strategies

Custom Portfolios

Custom Portfolios Designed Specifically for High-Net Worth Clients

Legacy positions, highly concentrated portfolios, unique income needs, etc. can all be situations where a custom approach to investing may be required. We routinely use alternatives, bonds, & the derivative market to both reduce risk & increase cash flow.

Custom Built Portfolios & Option Writing
Advanced Investment Strategies For High Net Worth
Qualified Replacement Properties (QRP)
Private Equity
Highly Concentrated Position Exit Strategies
Advanced Charitable Planning
Using strategies such as individually selected laddered bonds and option based portfolios we strive to serve the needs of more complex portfolios often presented by high net worth clients.

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Explore All of the Ways You Can Access Camelot Strategies

We have a suite of turnkey investment solutions whether you want to access Camelot directly, through a TAMP, or at your favorite custodian.

Choose an option that works with your model.

DIRECT

Working with Camelot directly will provide you access to Camelot's suite of turnkey portfolios, separately managed strategies, and a dedicated relationship manager.

Additionally, Camelot’s direct relationships provide advisors access to our specialized consulting services focused on business development, charitable planning, estate planning, and marketing deliverables.

PLATFORM

Working with Camelot via platform will provide you access to the turnkey portfolios and separately managed strategies available on your platform. Additionally, we serve platform advisors with access to a dedicated relationship manager.

If you would like to find a Camelot strategy on your platform of choice, we are happy to help you locate your preferred solution.

FUNDS

Much like our individual strategies, Camelot’s Mutual Fund can be added to your portfolios based on desired outcomes.

Event-Driven Fund (EVDIX) - This fund invests in companies experiencing major changes that will unlock shareholder value. CamelotEventDrivenFund.com for more information.

Private Funds - Camelot offers a merger appraisal rights strategy to qualified investors.

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Advisor Approach

How do you approach asset management? (Please check all that apply)

In House Asset Management

Direct - 3rd Party Asset Management Relationship

Platform / TAMP - 3rd Party Asset Management Relationship

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Advisor Interest

Which investment solution(s) would you like to learn more about? (Check all that apply):

Income Strategies

Growth Strategies

Specialty Strategies

Orchard Turnkey Portfolios

Legends Turnkey Portfolios

Call Toll Free: 855-CPR-FUND

Corporate Headquarters
Camelot Portfolios, LLC
1700 Woodlands Drive, Suite 100
Maumee, OH 43537

Each of our turnkey portfolios is designed to deliver the specific growth or income attributes necessary for your client’s target outcomes. Each series offers four different risk profiles to match your clients preferences.

ORCHARD PORTFOLIOS

“Take the Fruit, Not the TreE”

LEGENDS PORTFOLIOS

“Invest Like the Legends”

Legacy positions, highly concentrated portfolios, unique income needs, etc. can all be situations where a custom approach to investing may be required. We routinely use alternatives, bonds, & the derivative market to both reduce risk & increase cash flow.

Custom Built Portfolios & Option Writing

Advanced Investment Strategies For High Net Worth

Qualified Replacement Properties (QRP)

Private Equity

Highly Concentrated Position Exit Strategies

Advanced Charitable Planning

Using strategies such as individually selected laddered bonds and option based portfolios we strive to serve the needs of more complex portfolios often presented by high net worth clients.

We have a suite of turnkey investment solutions whether you want to access Camelot directly, through a TAMP, or at your favorite custodian.

Choose an option that works with your model.

DIRECT

PLATFORM

FUNDS

Contact Us

PHONE: 1-419-794-0538 . FAX: 1-419-794-0539

ADDRESS: Camelot Portfolios, llc.

1700 Woodlands Drive . SUITE 100 . Maumee, OHIO 43537

email support: king.arthur@camelotportfolios.com