Camco, LLC

Camco provides discretionary investment management to individual investors across taxable accounts, Individual Retirement Accounts, and trust accounts. The firm manages roughly $5.85 million for four clients and generally requires a combined account minimum to establish an advisory relationship.

The firm’s investment approach is global and horizon-focused, combining fundamental and technical analysis and monitoring macroeconomic, geopolitical, and industry developments. Strategy preferences include allocating a majority of assets to funds for diversification, favoring income-producing securities (such as dividend-paying equities and REITs), using non‑correlated asset categories, and maintaining meaningful cash and near‑cash positions to manage market uncertainty.

As a solo practice, Camco directs client accounts on a discretionary basis but does not accept proxy‑voting authority, leaving voting responsibilities to clients. The firm recommends Interactive Brokers as custodian, declines soft‑dollar arrangements, states it may liquidate holdings to protect principal even at the cost of forfeiting favorable tax treatment, and operates under a Code of Ethics that requires quarterly review of personal securities transactions.