Camriel Advisors

Overview

Camriel Advisors is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm functions as a capital allocator: it manages discretionary portfolios, provides financial planning, and can select outside managers when a client need calls for specialist skill. Fee arrangements include a percentage of AUM, hourly billing and fixed fees, so engagements range from ongoing portfolio management to project-based planning work. Investment activity leans toward publicly traded pooled vehicles as the core building blocks while incorporating ESG considerations—Camriel Advisors identifies as an active ESG investor and uses environmental, social and governance factors in manager and security selection. The firm’s service set includes portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers, indicating they operate both as primary portfolio manager and as a coordinator when outside expertise is required.

Assets & Accounts

Investments & Alternatives

Location & Offices