Investment Management

Keeping A Well-Trained Eye on Your Investments

During the accumulation stage of investing (ages 30-55), you sought growth in your investments with little regard for volatility and risk. Now that you are in the preservation stage (ages 56-70), it is more important than ever to know how much market pain you are willing to endure.

As wealth advisors, we can help make sure you are not overexposed and destined to repeat the market crash of 2008. Fees and expenses are another reason you might run out of money in retirement. Our proper portfolio analysis uncovers all fees, expense ratios, loads, and other hidden costs to help you decide which investment plan is right for you.

We also utilize Nitrogen, a risk and portfolio management tool, to help you know exactly the risk you’re taking on with your investments. Nitrogen analyzes your portfolio and maps out the potential future of your finances with intuitive, easy-to-understand numbers and visuals.

Cameron Wealth Group, IPW, and Nitrogen Wealth, Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither Cameron Wealth Group nor IPW can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.