A.G. Campbell Advisory was founded in order to deliver innovative investment strategies and planning to wealthy families and individuals who are seeking
A.G. Campbell Advisory, LLC (“A.G. Campbell”) is an independent investment advisory firm offering individuals and institutions custom investment advice and family office services. A.G. Campbell was founded in 2012 by veteran industry professionals to address the need for a high quality firm where clients have access to the resources of a large firm, without the inflexibility and conflicts of interest inherent in a larger financial institution. The principal objective of A.G. Campbell is to advise our clients on how to grow and preserve their wealth for themselves and for their families. Our client’s best interests are of paramount importance and the foundation of our work.
Our Values: Trust Ethics Independence Transparency
- We value the TRUST placed in us as investment fiduciaries; our goal is to provide prudent investment advice with superior client communication and service.
- We value timeless ETHICS like honor and integrity. We always place our client interests ahead of our own.
- We value our INDEPENDENCE, and remain that way by choice. We answer to no one but our clients, and have no proprietary investments or corporate quotas to meet.
- We value 100% TRANSPARENCY. We never want a client to feel uninformed or intentionally misdirected. We reveal every level of our process to the client. This disclosure includes fees, risks, and any other matter that is important with regards to responsible investment management.
- We value INVESTING and the recommendations we deliver to our clients, and we invest our personal assets in those same companies; “We eat our own cooking”.
- We value OPPORTUNITY. When great companies or investments are selling well below their true value due to events beyond the scope of normal circumstances, we often buy. These rare moments allow us to exercise the courage of our convictions, to take advantage of buying low to deliver superior long term performance.
- We VALUE investing across all asset classes is our answer to a solid investment philosophy. We do not allocate assets based solely on market capitalization, industry sector or the geographic location of the company.