CAMBiA Managed Capital Advisory, Inc.

Investment Planning

Cambia's clients gather and record pertinent financial information, which is then used to generate specific investment planning reports. The client then has the opportunity for a consulting session with an experienced investment advisor to review the report and incorporate the information to the client's specific investment strategy. Education savings, retirement savings, asset allocation programs and total financial plans are available for a set fee. Clients who choose to have Cambia manage their investments, will have these fees rebated.

ETF Managed Accounts

After creating a sound investment plan, the strategy needs to be executed. For investors with less investable capital, it may be difficult or expensive to properly diversify the portfolio. ETF managed accounts may be an attractive option. These accounts offer the benefits of professionally managed accounts, but invest funds directly into Exchange Traded Funds, which offer a way to achieve diversification and liquidity in a portfolio without incurring disproportionate trading costs.

Portfolio Management Services

For investors with more than $100,000 to commit to an asset class, Cambia offers portfolio management services. These portfolios are directly invested in high-quality, fully researched securities. This approach allows maximum utilization of an investment strategy, with the benefits of tax management and a total return approach.