We all want to invest for future goals and security, but it can be a challenge to get started. Using the Investment Toolkit, new and prospective DeCamilla Capital clients can review all documents related to the firm’s investment process, approach, and philosophy in a central location.
When you are ready, you can download and print the documents below, read them, and jot down any questions you may have prior to contacting or meeting with a DeCamilla Capital representative.
Investment Documents
• Investment Process-A multistage approach
Building a Customized Portfolio with DeCamilla Capital
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• Form ADV, Parts 2A & 2B
DeCamilla Capital Registered Investment Advisor Disclosure Agreement
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• Client Management Agreement
Investment Management Agreement between DeCamilla Capital and their Clients
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• Fiduciary Oath
Declaration of DeCamilla Capital Fiduciary Oath Commitment
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• Privacy Policy
Protecting DeCamilla Capital Client Information
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