With the use of analytical capabilities, valuation metrics and a historical perspective, complemented with select "Wall Street" research and ancillary informational third-party databases, CAM has a focus on a variety of investment opportunities within the U.S. financial services industry. The financial services sector is approximately 20% of the S&P 500 index, the largest industry segment of the index and an important part of a healthly U.S. economy.

Investment decisions, dependant upon individual risk tolerances, have characteristics which revolve around, but are not limited to, attractive industry themes, turnaround stories, company and industry growth aspects, or other under-valued and over-valued propositions.

CAM makes investment decisions with sensitivity based on traditional valuation metrics and/or techinical issues as well as conditions relating to the general U.S. stock market and the world events that influence it. Investments decisions are generally made with, but not limited to, tax-efficient planning objectives (at least one-year investment horizons).

Customized portfolios utilize stocks, bonds, options, exchange traded sector funds and /or index funds to accomodate individual financial objectives.