A.G. Campbell Advisory is committed to delivering innovative investment strategies and planning to wealthy families and individuals who are seeking creative solutions for wealth preservation and management. Our process involves gaining a deep understanding of our client’s financial picture to address Investment Management and Wealth Planning needs. We also help families navigate the transfer of wealth to next generations, in addition to providing traditional Family Office services. Finally, we work in close connection with our client’s other trusted advisors and we adopt a team approach to problem–solving.
We believe that disciplined Investing is the cornerstone of any successful wealth planning strategy. We are not seeking the next trend or “hot” investment, and we only consider investments that are consistent with our clients’ risk tolerances, liquidity needs and time horizons. We endeavor to be long-term Investors, and do not engage in active trading in client portfolios. As fiduciaries, we must be diligent in protecting what our clients have worked so hard to accumulate. Our strategy identifies select investments that we think are temporarily out of favor, but have strong upside potential. The greatest returns in the market are often achieved when one takes advantage of the asymmetry between real and perceived values. Of course, growth is only part of the equation, we must also be steadfast in demanding that businesses we own provide a reliable stream of income for their stakeholders; this is a key component to portfolio growth over time.
Family Office Services
A.G. Campbell Advisory supports the unique needs of wealthy families through its Family Office services offering. This includes Investment Management & Oversight, Insurance and Estate Planning, Finance & Accounting and Project Management. Additionally, A.G. Campbell Advisory can provide guidance on Family Governance, Succession Planning, Philanthropic Advisory and Advisory Collaboration.
We use our decades of industry experience to advise our clients in all areas of the financial planning process. We apply a strategic approach to financial planning where we address the full spectrum of planning needs, then develop a “road map” which is adapted as lifestyle needs change. This disciplined approach provides peace of mind to clients who have lacked a coordinated approach. Our financial planning process includes:
- Complete review of Client goals and objectives
- Review/creation of current net worth statement and cash flow summary
- Review of existing investment holdings, tax, estate planning, and risk management techniques
- Development and delivery of a comprehensive financial plan
- Implementation of investment and strategic recommendations
- Ongoing monitoring of portfolio and goals in coordination with tax and legal professionals
Security of Client Assets
A.G. Campbell Advisory maintains a custody and clearing agreement with Charles Schwab (“Charles Schwab”) Advisor Services. Client assets are custodied with Charles Schwab and are not held by A.G. Campbell Advisory. Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with $7.4 trillion in client assets as of May 31, 2021. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors.