Those committed to socially responsible investment believe that the best long-term investments combine positive social and financial performance.
SRI = Socially Responsible Investing
At the Camejo Group, we specialize in custom designed portfolios for the investor who is 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
- Funding a Child's Education
- Trust Management
- Charitable Gifting
- Apply your personal view of "Social Responsibility" to your investment strategy
- Diversify your asset allocation to achieve 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 Contact Us and fill out the "Contact Form." A Camejo Group advisor will be in touch.
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. And, we serve Non-Profit Organnizations and Small Businesses with investment management and employee 401K and insurance plans.
To learn more about Socially Responsible Investing read: The SRI Advantage by Peter Camejo
Newsletters
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.