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Resources

Resources

When googling “investment management” and “asset allocation” or similarly-related terms on the Internet you will find web links of all kinds. Some may be valuable, others not so much. This section offers information on the DeCamilla Capital Client Investment Toolkit and educational outreach seminars conducted by DeCamilla Capital. It also provides several reliable investment information links. By no means is this every such resource. Since the investment arena is an ever-changing environment this section represents a dynamic catalog of information. Catalog categories are about financial markets, financial & investment terminology, and items of interest to investors. If you would like to suggest a topic or site for the Resources section, contact us.

Disclaimer for Links to External, Third-Party Websites
Links to external, or third-party websites are provided solely for visitors’ convenience. Links taken to other sites are done so at the user’s own risk and DeCamilla Capital Management, Inc. accepts no liability for any linked sites or their content. Linking to an external or third-party site does not imply ownership or endorsement by DeCamilla Capital Management, Inc.

Client Toolkit

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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Education Outreach

Placing fiduciary-based investment knowledge & ideas into your hands

Events
Watch for DeCamilla Capital’s next education outreach event.

Coming Soon!

Of Interest to Investors

DeCamilla Capital embraces all aspects of and related information about the investment and financial services sector. Following are subjects that we consider of interest to investors. Items will be updated to reflect evolving topics in investment and finance.

Subjecting All Investment Advice to a Fiduciary Standard
U.S. Department of Labor fiduciary rule proposes that all investment advisors adhere to a fiduciary standard

• Consumer Protection [Feb. 23, 2015, National Public Radio]

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• Proposed Rule Definition of the Term Fiduciary; Conflict of Interest Rule–Retirement Investment Advice [Public Comment Begins April 20, 2015]

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• Middle Class Economics: Strengthening Retirement Security by Cracking Down on Backdoor Payments and Hidden Fees

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• The Effects of Conflicted Advice on Retirement Savings

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What Does True Investment Success Look Like?

• The Folklore of Finance, How Beliefs and Behaviors Sabotage Success in the Investment Management Industry

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Why WISER Women

• Women’s Institute for a Secure Retirement—Improving the long-term financial security of all women

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Protecting Your Money

• What You Need to Know Before Choosing an Investment Advisor

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Annual Report 101

How to Read an Annual Report

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The Markets

Financial markets are usually exchanges, organizations that carry out the trading of financial securities (e.g., stocks, bonds) or commodities (e.g., precious metals, agricultural goods). They can be a physical location like the NYSE or an electronic system like the NASDAQ.

A wide range of broadcast, digital, and print media outlets cover the ins and outs of market activities domestically and globally. The many intricacies and nuances of investing in these markets cannot be adequately captured on a single webpage.

At DeCamilla Capital, we review daily an array of financial publications such as Barron’sThe Wall Street JournalThe New York TimesInvestor’s Business Daily, and routinely tune in to broadcast financial reports. Below are several other multimedia outlets investors may consider when seeking economic, investment, and financial markets information.

Business and markets news, data, analysis, and video to the world

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Reporting on business, markets, technology, media, luxury and personal finance

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Provides business news, analysis, and stock market data.

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Business news 

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International business, finance, economic and political news, comment and analysis

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Original articles on finance, industry, investing, and marketing topics

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Financial and Investment Words

Most people have heard the phrase “money talks” – generally stating that “wealth gives power and influence to those who possess it.” Whether that is true or not is up to the individual interpreter.

What is true is that the language of money and finance can be overwhelming. Investors need to understand the basics of financial and investment terminology.

One of the most comprehensive online financial dictionaries is Investopedia with more than 13,000 terms and counting. Best of all it’s free and understandable.

Your Dollar Power

Your Dollar Power

Protect your purchasing power and lifestyle

Differentiators

Differentiators

How DeCamilla Capital is Different

Asset Allocation

Asset Allocation

U. S. stock best performing asset class

Portfolio Assessment

Portfolio Assessment

Think about your life, status, and related circumstances for future investing