Camelotta Advisors
Description
Camelot is a boutique fiduciary advisor offering highly customized solutions for clientele who wish to grow their wealth and support institutions that matter.
Our allegiance is to Our Clients
We strive to build relationships with ideal clients who can feel free to be open about any financial ideas or challenges. We pride ourselves on our responsiveness and approach that doesn’t just stop with the client but extends to those around them.
We give our advice as fiduciaries adhering to standards set by the standards organization Fi360 in their best practices for fiduciaries. This is indicated, in part by the fact that our compensation does not change based upon the advice given or actions taken by clients. That loyalty means clients find comfort in knowing that advice is strictly in their best interest.
We are a firm founded on ideas and learning. Our DNA springs from the innovative, forward-looking practices of our home territory of Silicon Valley and the West Coast. Camelot Technology Advisors, Inc. is our full name and conveys the extent to which the use of good technologies imbues our approach. We are well educated in the classical approaches to investing but we endeavor to bring advanced ideas to money management.
We want our clients to understand as much or as little as they want about their money and our advice and processes. We learn from collaborators and our clientele so you shouldn’t be surprised if we call you with a new idea to help you achieve your goals.
We choose to be a boutique private advisor that is perfectly sized for those who demand-responsive personalized service but who also need the experience and resources to handle their most complex financial issues. Our investment minimum and cap on the number of client relationships we take on is designed to allow us to have more resources to focus on our clients and their families.
A “Goldilocks” firm”, we deliver big firm advantages through such as margin and credit facilities (through Schwab and Fidelity), a proprietary online portal where clients can evaluate their assets – even those we don’t formally manage -- and measure their performance. But we also tailor your wealth. All are treated equally. Each account is traded and rebalanced individually by Dana Grigg. We don’t outsource it to other companies or canned approaches. We encourage clients to call us anytime with any question big or small.
