Camelot Portfolios Employee Directory

Investment ManagementOhio, United States2-10 Employees

Camelot Portfolios is an investment management firm that offers a range of strategies designed to align with varied client outcomes, from capital preservation to aggressive equity income. The firm emphasizes portfolio construction through a mix of strategies, including laddered bonds and option-based approaches, aiming to address the needs of more complex portfolios often associated with high net worth clients. It also states a capability to incorporate alternatives, bonds, and derivatives to manage risk and enhance cash flow, along with tax management and estate planning considerations supported by a dedicated team.
Based in Maumee, Ohio, the company presents a diversified core lineup of strategies—13 core and four specialty options—crafted to balance risk tolerance and time horizons. Its focus appears to be on constructing customized investment solutions for a broad set of scenarios, including legacy positions and highly concentrated portfolios, with an emphasis on tailoring solutions to individual client circumstances.

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