Broker Check

Our Mission

How We Work

As an established financial firm, CAM provides confidential, clear, objective investment and financial guidance to institutions, individuals and families. 

We are fiduciaries who work with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this helps ensure our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.

Our mission is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. We look to further enhance our clients’ lives and missions through the alignment of their wealth and what matters most.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.

Our History

Our History

Our earliest beginnings started in the 1980’s with our founder working in the financial industry at a well-known, established bank—While watching the firm he worked for and other institutions put profits before people, a dissatisfaction grew within him for the culture that shrouded industry. Our founder just wanted to offer advice that was free of conflict and quotas. As a result, he started California Asset Management (CAM).

Have a Question?

Thank you!