Many clients come to Camino for our investment services
But the ongoing value we offer lies in our integrated approach.
Investment
Our investment services provide independent advice and ongoing support, ensuring every decision is in our clients' best interests.
We work closely with clients and their families to set a strategy that aligns with the vision and purpose for their wealth; with clear goals for their investments.
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By focusing on results after tax and costs, we help clients control the factors that can increase their long-term generational wealth.
Financial Reporting & Administration
Our financial reporting and administration services remove the administrative burden from our clients.
We handle essential tasks, including quarterly investment reports, management accounts, coordination with tax and legal advisors, and daily cash monitoring.
Our goal is to ensure everything runs smoothly, allowing clients to focus on what truly matters.
Governance
Our governance services help to ensure that actions are consistent with the family's stated investment strategy. We help to prevent potential missteps and keep financial decisions aligned with long-term goals.
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Our approach includes establishing family investment committees, preparing key documents, and having a structure for decision-making. We also coordinate with specialised advisors as needed.