At Camas Financial Services, we offer a full range of investment strategies customized to your risk comfort zone, stage of life and goals, desire for involvement, asset level, tax sensitivity, and investment experience. We use a variety of account structures and tenancy considerations to support your established planning goals. We also have access to various commission-based products and fee-based services to provide a strategy application flexibility where necessary.
Our independent platform gives us access to a large variety of investments including individual stocks, individual bonds, mutual funds, exchange traded funds (ETFs), variable annuities, fixed annuities, structured products, separately managed accounts, term and permanent life insurance contracts, and much more.
The DisciplinedIQ Investment Process is more than an investment strategy. It is a comprehensive investment process that focuses on several key management principles and the use of these principles to provide the level of investment advice and service our clients expect of us. These principles include the use of established fiduciary standards of care, maintaining independence from restrictive industry traditions, disciplined investment selection, risk-based flexible investment allocation, and the use of an account structure that provides for efficient account management. There is really much to be said about DisciplineIQ, so we encourage you to explore this investment process further by continuing to the DisciplinedIQ tab for a more detailed description of how this process addresses your investment questions.
Contact us today to learn how we can work together in an effort to help you pursue your financial and life goals.
No investment strategy can assure success or the avoidance of loss.
