Our typical clients are considered high net worth individuals, households or organizations who have substantial portfolios that require custom investment strategies.

Because we pay such close attention to each of our clients’ financial needs and goals, and because we dedicate substantial time to reviewing our clients’ individual portfolios, we strive to keep our clientele small and exclusive. This allows us to focus the vast majority of our time and energies on client needs and goals.

While there is no minimum requirement to be a Camp Wilcox client, we do focus on high net worth portfolios.