The Camejo Group

At the Camejo Group, we specialize in custom designed portfolios for the individual investor concerned with preservation of principal, market returns, and following socially responsible guidelines.

  

We can help you to:

  • Prepare your Strategic Investment Plan, customized to your unique financial and social standards, including Retirement Planning, Education Funding, Trust Management, and Charitable Gifting
  • Apply your personal view of "Social Responsibility" into your investment strategy
  • Provide Diversified Asset Allocation recommendations that meet your needs for growth, income and safety
  • Access the complete range of investment choices, including custom stock and bond portfolios, mutual funds, insurance products, and linked index notes
  • Participate in Shareholder Advocacy campaigns and High-Impact Community Investments
  • Monitor Your Investment Performance with a Financial Advisor who will honor your values as well as your financial goals

 

For a Free, No Obligation Financial Consultation click on the Contact Us link above and fill out the "Contact Form". A Camejo Group advisor will contact you shortly.

It has been our policy since inception to accept all account sizes, we have no minimum investment. The Camejo Group seeks to help small investors and working people as well as those with larger portfolios.

To learn more about Socially Responsible Investing read: The SRI Advantage by Peter Camejo
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

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