Camelot Portfolios, LLC
Camelot Portfolios, LLC
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Camelot Portfolios, LLC
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ABOUT
Camelot Portfolios, LLC is a Registered Investment Advisor located in Maumee, OH. Full information and disclosures found at www.camelotportfolios.com
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- Description: Registered investment advisor. Trading frequency: Not Trading
- Interests: Bonds, Dividend stock ideas & income, Energy stocks, Foreign stocks, Options, Stocks - long, Stocks - short
COMPANY
Camelot Portfolios, LLC Camelot’s roots start in 1998, when its’ founder, Darren Munn, started what would become Munn Wealth Management. Going through the severe down market from 2000 to 2002, Darren realized the investments he was managing for his clients were far outperforming his clients’ assets managed by other managers. So he ...More
began the process of eliminating the other managers and managing all client assets “in house.”
As Munn Wealth Management grew, other advisors took note and inquired as to the reasons for success. Subsequently, several other advisors asked Darren to start managing investments for their clients. As a result, Camelot Portfolios, LLC was created and officially spun out as a separate Registered Investment Advisor on January 1, 2008.
Today, Camelot Portfolios, LLC is located in Maumee, OH. We specialize in creating custom investment strategies for high net worth clients, institutions, and other investment professionals around the country.
In late 2012 the Camelot Premium Return Fund (CPRFX, CPRCX) was launched to offer an more sophisticated investment solution to clients that are income/cash flow focused.
The Fund seeks to achieve a high rate of gains and total return through equity-based option writing strategies including cash-secured puts and covered calls. The premium the Fund receives from writing options generates gains for the Fund. The Fund may also invest in dividend-paying or non-dividend-paying common stocks with market capitalization's of at least $1 billion.
The overall managment philosophy is aimed at choosing investments that produce strong cash flow so taht the overall portfolio will produce consistent and rising cash which we believe will result in solid long term total return with reduced volatility.
Please visit us on the web to learn more about our investment philosophy at www.camelotportfolios.com
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