The ISISĀ® Advantage
ISIS® - Board Ratified Portfolio Management
Camarda Financial uses a Portfolio Management Board comprised of CFA charterholders and other credentialed professionals to manage each portfolio style in our repertoire. Investment decisions for client portfolios are overseen by the Investment Board members. This repertoire embraces a very wide bandwidth of management styles, from Modern Portfolio Theory "asset allocation" to hedge-style option strategies, individual stock portfolios emphasizing growth, income, and both, as well as marketing timing and customized approaches for those who wish to maintain existing positions in a Camarda-managed environment. This advice is introduced to new clients by our Wealth Managers, and regularly communicated and updated by our staff of Personal Portfolio Advisors.
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