What is the Cona Asset Management Platform™?
The Cona Asset Management Platform™ (CAMP) is our comprehensive investment management platform. In order to best serve all of our investor clients, we have structured this platform into four layers, starting at the base with our Optimized Passive Models, progressing up through our Enhanced Core Portfolio Series, then our Strategic Partner Portfolio Series, and finally our Unconstrained Alpha Portfolios.
CAMP is based on Nobel-prize-winning academic research, studies in behavioral finance, and modern innovations in the investment industry, and was built to break down the barriers that commonly prevented individual clients from maximizing the impact of their investments. By taking a layered approach to investment management, we offer our clients sophisticated, high-impact portfolio management strategies that perfectly align with their goals.
Best of all, because of the layered design of the Cona Asset Management Platform™ it is possible for us to deliver our investment management services to all investors, large or small. We have no account minimums, and all investors get a custom portfolio tailored to their individual needs.
Each layer (or “series”) is uniquely positioned to play a role in an investor’s investment portfolio. Not all layers are appropriate for every investor, and our advisory process takes this into account when we work with you to craft your personal Investment Policy Statement.
Key Features of CAMP
- Hybrid Approach* — The Cona Asset Management Platform™ takes a unique mixed-methods approach to portfolio construction that combines the best elements of passive and active portfolio management.
- ETFs and Individual Securities — CAMP portfolios are built using a combination of individual stocks and low-cost Exchange Traded Funds (ETFs). Clients have access to dynamic, globally diversified portfolios without the high costs associated with retail mutual funds.
- Access to CAPE, the Cona Advanced Planning Experience™ — When you open an account with us, you not only get professional money management, you also have access to our full suite of financial planning services.
- Fee-based – No Commissions — Clients with accounts on the Cona Asset Management Platform™ do not pay commissions or trading charges. Instead, clients pay an annual fee that is based on the value of their account.
*No investing strategy can assure or guarantee superior performance nor eliminate the risk of investment losses.