We believe the best investment management process, like the best financial planning process, should be evidence-based, accessible, and transparent. So our approach is based on these values. With this and the financial well-being of our clients in mind, we’ve created the Cona Asset Management Platform™ (CAMP).
CAMP makes it easy for each of our clients to get the right investments in their portfolio based on their individual circumstances.
We know that choosing the right mix of investments can feel like an overwhelming task, but we make it easy. Our advisors will guide you through the process, making sure that you get a portfolio that matches your needs.
With no account minimums, you can get started immediately with our Optimized Passive Model Series, and then, if you choose to do so, you can work with an advisor to expand your investment horizons to our other portfolios.