Camelot Portfolios

we manage a wide variety of strategies from basic capital preservation to aggressive equity income. each strategy is managed for a specific outcome and portfolios are designed using the mix of strategies that best align with client outcomes. using strategies such as individually selected laddered bonds and option based portfolios we believe we can serve the needs of more complex portfolios often presented by high net worth clients. we offer 13 core strategies that are fully diversified, and an additional 4 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. please click here to view our results and strategy fact sheets. 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, and the derivative market to both reduce risk and increase cash flow. from tax management to advanced estate planning concepts, we have a team dedicated to creating a custom solution.

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Informazioni su Camelot Portfolios

Sito web

camelotportfolios.com

Fondato

2008

Numero di dipendenti

11-50

Industria

investment management

Paese

US

Stato

Ohio

Città

Maumee

Indirizzo

1700 Woodlands Dr

Email pattern

{first}{last}

Email Accept all Stato

False

Email Blocked Stato

False

Whois Data di creazione

May 15th 2008, 02:23:22 pm

RWhois

www.godaddy.com

Whois Name

GoDaddy.com, LLC

Total Emails

10

Total Personal Emails

9

Total Generic Emails

1

Last updated

March 6th 2023, 03:53:05 am

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Conti sociali di Camelot Portfolios

Tutti gli indirizzi email per camelotportfolios.com

matthew moses

m***@camelotportfolios.com
Abbiamo trovato 3 fonti per for In rete.
https://domainbigdata.com/fourtressinves..
https://website.informer.com/email/mmose..
https://www.skymem.info/srch?q=camelotpo..

president

3 Sources

natalie strayer

n***@camelotportfolios.com
Abbiamo trovato 1 fonti per for In rete.
https://www.skymem.info/srch?q=camelotpo..

wholesaler external client advisor

1 Sources

frank echelmeyer

f***@camelotportfolios.com
Abbiamo trovato 1 fonti per for In rete.
https://www.coastal-one.com/advisor-list..

relationship manager

1 Sources

david munn

d***@camelotportfolios.com
Non siamo riusciti a trovare questo indirizzo email pubblicamente disponibile sul Web.

0 Sources

jamie moan

j***@camelotportfolios.com
Non siamo riusciti a trovare questo indirizzo email pubblicamente disponibile sul Web.

marketing director

0 Sources

stephen hanley

s***@camelotportfolios.com
Non siamo riusciti a trovare questo indirizzo email pubblicamente disponibile sul Web.

portfolio manager coo

0 Sources

ryan zeeb

r***@camelotportfolios.com
Non siamo riusciti a trovare questo indirizzo email pubblicamente disponibile sul Web.

0 Sources

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Formato e-mail

EmailPattern #

johndoe@camelotportfolios.com

{first}{last}

Available

john.doe@camelotportfolios.com

{first}.{last}

No

john-doe@camelotportfolios.com

{first}-{last}

No

doejohn@camelotportfolios.com

{last}{first}

No

doe.john@camelotportfolios.com

{last}.{first}

No

doe-john@camelotportfolios.com

{last}-{first}

No

jdoe@camelotportfolios.com

{f}{last}

No

j.doe@camelotportfolios.com

{f}.{last}

No

j-doe@camelotportfolios.com

{f}-{last}

No

johnd@camelotportfolios.com

{first}{l}

No

john.d@camelotportfolios.com

{first}.{l}

No

john-d@camelotportfolios.com

{first}-{l}

No

djohn@camelotportfolios.com

{l}{first}

No

d.john@camelotportfolios.com

{l}.{first}

No

d-john@camelotportfolios.com

{l}-{first}

No

doej@camelotportfolios.com

{last}{f}

No

doe.j@camelotportfolios.com

{last}.{f}

No

doe-j@camelotportfolios.com

{last}-{f}

No

john@camelotportfolios.com

{first}

No

doe@camelotportfolios.com

{last}

No

jd@camelotportfolios.com

{f}{l}

No

j.d@camelotportfolios.com

{f}.{l}

No

j-d@camelotportfolios.com

{f}-{l}

No

dj@camelotportfolios.com

{l}{f}

No

d.j@camelotportfolios.com

{l}.{f}

No

d-j@camelotportfolios.com

{l}-{f}

No

Domande frequenti su Camelot Portfolios

Where is Camelot Portfolios's physical location?

Camelot Portfolios is headquartered in US.

Can you detail the whois information for Camelot Portfolios's domain?

Camelot Portfolios's domain whois information was last updated on 2008-05-15T16:23:22+02:00, The registrant name associated with the domain is GoDaddy.com, LLC.

What are the key industries and company size for Camelot Portfolios?

Camelot Portfolios operates within the investment management industry and reports a company size of 11-50 employees.

Can you provide Camelot Portfolios's contact information?

Certainly, Camelot Portfolios can be reached at the phone number undefined.

What is the total number of emails cataloged by Camelot Portfolios?

As of the latest update, Camelot Portfolios has cataloged a total of 10 emails.

Does Camelot Portfolios have any restrictions on the types of emails it accepts?

Camelot Portfolios does not indiscriminately accept all types of emails. The platform has specific criteria and verification processes to ensure the validity and relevance of the email addresses it lists, reflecting its policy on accepting specific types of emails.

Is there any block on Camelot Portfolios's email finding capabilities?

No, there is no block on Camelot Portfolios's email finding capabilities, confirming that the service operates freely without no restrictions.

How can one connect with Camelot Portfolios on social media?

Camelot Portfolios maintains an active presence on major social media platforms, including Twitter (camelotstrategy), Facebook (camelotportfolios/), and LinkedIn (camelot-portfolios).

What email pattern does Camelot Portfolios utilize for creating email addresses?

Camelot Portfolios employs the email naming pattern '{first}{last}''

What is the geographical location of Camelot Portfolios's headquarters?

Camelot Portfolios is headquartered in Maumee, Ohio, US. The precise location is marked by the street address 1700 Woodlands Dr.

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