DeCamilla Capital Management |

Fiduciary-Based Investment Management

Knowledge. Trust. Confidence. Duty.

DeCamilla Capital, a private independent money management firm, customizes and manages enterprise-driven investment portfolios. We follow a strict fiduciary standard based upon four pillars: sharing knowledge, building trust and confidence, and serving in a dutiful manner. Unlike many investment advisers and brokers we operate as investment fiduciaries— managing the assets of our clients for their exclusive benefit.

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The DeCamilla Capital Management Approach

Knowledge

Discretionary money manager. Data-driven. Client context. Facts, truths, principles. Advice. Understanding of stock trends and seasoned companies. Incorporate current events, economic directions, and global issues. Continuous learning. Subject matter experts. Relate in plain language. Client benefit.

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The DeCamilla Capital Management Approach

Trust and Confidence

Reciprocal respect. Value-driven approach. Informed decision-making. Client perspective. Direct two-way communication. 30 plus years investment management expertise. Eye on client’s bottom line. Know-how. Empathy and insight. Ability. Discerning. Listening. Client benefit.

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Investment Toolkit

Familiarize yourself with the documents ahead of time. Client hub eases investment preparation and frees up more time for investment planning with DeCamilla Capital.

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20th Year Celebration

Established in 1998, DeCamilla Capital celebrates 20 years of serving as investment fiduciaries—managing the assets of our clients for their benefit. The company, now and in the future, remains committed to the fiduciary standard.

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Asset Allocation

Weigh your investment portfolio. Historical financial market data shows U.S. stocks have traditionally been the best performing asset class over most 10-year periods in the past century.

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