CAM is an independent investment service company. We provide personalized portfolio management and comprehensive financial planning for individuals and business owners. We work directly for our clients providing them with personal service and expert unbiased ,advice to help them grow and protect their wealth, and achieve their most important financial goals.
We are a fee based company that manages your investments individually and offer comprehensive financial solutions through our direct associates. As a fully independent financial advisor we are not restricted to any investment product or service, and have a legal fiduciary obligation to act in each client’s best interests.
Markets can be volatile, but our dedicated service is certain. We are knowledgeable experienced professionals that work on your behalf. CAM works with you to find your investment goals – we create your portfolio, and we monitor your assets.
We follow the changing market conditions each day and make the adjustments to portfolios as necessary. Our total service also helps clients make the prudent decisions concerning mortgages and debt structure, tax planning, retirement planning and other personal financial situations.
Our goal is to give our clients the peace of mind that comes from knowing that they have a dedicated knowledgeable firm advising them in all their financial concerns. We look forward to meeting you to see how we can provide you with our trusted financial services. Contact us for a complimentary consultation.
Check the background of this investment professional on FINRA’s BrokerCheck.
Investment Advisory Services offered through SCF Investment Advisors, Inc., 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 – Telephone: 800.955.2517 – FAX: 559.456.6109. SCF Investment Advisors Inc. and Capital Asset Management, LLC are independently owned and operated.
Capital Asset Management, LLC and SCF Investment Advisors, Inc. do not offer tax or legal advice. Please consult your CPA or Attorney for more information.
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