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Clientele

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.

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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