Last Updated on 6th August 2022 by Jeffrey Camerda
Our philosophy focuses on creating financial plans that seek to protect your capital. We use our investment approach to find a balance between mitigating risk and enhancing your investment so we can generate stable rates of return in the long-term. The philosophy is mainly based on increasing portfolio value. And through our asset rebalancing strategy that makes us different from our competitors, it is possible for us to protect your investment by taking advantage of market volatility while still generating high and stable rates of return.
After years of experience as Financial Advisors, our investment philosophy is based on offering our customers customized and properly diversified investment portfolios. This means we create investment portfolios that are balanced with more than one single type of product. Therefore, if a client is interested in a single asset class or in more than one class, he/she will get exactly that. We have short, medium and long-term strategies to address these concerns. Although one can never fully get rid of the risk associated with making an investment, our team and I seek to navigate these risks by employing well informed strategies. I therefore prefer focusing on high-quality firms that pay good dividends.
At the core of our investment philosophy is establishing long-term personal relationships with clients. We believe that clients need to be treated with utmost respect and valued accordingly. We therefore seek to accomplish this by maintaining good communications with our customers. Our team and I work alongside the clients to create financial plans based on the client’s goals. I meet regularly with clients to discuss their financial plans, review their investments, answer any questions they might have as well as measure progress. We also communicate with them frequently through phone, emails.
It’s our passion to see families and business excelling in their financial choices. That’s the reason that we work to inform, mentor and boost their confidence.
Our team of experts in the financial services industry possessing unique competencies is the main driver of our growth. The team consists of professionals with decades of expertise in the field of financial markets who are highly committed to delivering profitable investments. Since the financial well-being of our customers is our key focus, we embark on ambitious plans while not forgetting our values. Our philosophy is one of the many ways we can help you make sense of different investment choices.
Dr. Jeffery Camerda, PhD, is a financial planner who specializes in wealth management and retirement planning.
With a PhD in Economics and Financial Planning, Jeffery represents the highest level of financial planning expertise and achievement in the USA
In addition to preparing you for a career in financial planning, a PhD in economics and finance also prepares you for academic pursuits, such as becoming a university professor in teaching or doing research.
Here at the Wealth Builder, our financial advisory company was founded in 2007 and services all across the USA with over 16 years of expertise.
In order to provide the finest advice and services, we pay close attention to the specific financial circumstances and requirements of each client.
In order to guarantee that our clients don't get a sales pitch for insurance or investments, as well as a lack of conflict of interest from a prospective commission-bearing corporations, Jeffery focuses on fee-based services. Financial planning for wealth managers, financial well-being workshops, and personal financial planning packages are all part of the company's offering.
Jeffrey Camarda, PhD, CFA, EA is also the founder of the Family Wealth Education Institute, is a member of the Financial Planning Association and serves as the Chairman of Camarda Wealth Advisory Group