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

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

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