A private independent money management firm established in 1998, DeCamilla Capital customizes and manages enterprise-driven investment portfolios.
We operate as investment fiduciaries on behalf of our customers' sharing our knowledge, building trust and confidence, and serving in a dutiful manner in managing the assets of our clients for their exclusive benefit.
We do this work because we believe investment advisers should not be salespeople but should provide ethical investment guidance and expertise.
Our lean yet robust nature enables us to put more focus on individual customers and their investment needs and goals using our 30 plus years of investment experience.
We service clients nationwide from our main office in Sacramento, California.
|Firm Start Year:
|States Licensed in:
|Number of Years with Current Firm:
|A strict fiduciary, DeCamilla Capital Management has been serving the greater Sacramento region since 1998.
|Work with the following types of clients:
|Non-Profit Organizations, Individual Investors, Businesses
|Advisory Services Provided:
|Investment Advice & Management, Portfolio Management, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Money Management
|Can meet clients in the following ways:
|Email, Phone, Our Office, Video Conference, Your Office
|Advisor's Number of Clients:
|Advisor's Number of Managed Clients:
|Advisor's Number of Planning Clients:
|Assets Managed by Advisor:
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:
|Based on Assets
|Fee % Based on Assets:
|Additional Details on Charges:
|We charge 1.5% on assets under management, however cash and cash equivalents (Treasurys, CDs, etc.) are excluded from fees.
|Minimum Fee Charged for Managed Accounts:
|Minimum Fee Charged for Hourly Planning Accounts:
|City of Sacramento Pension Board, Sacramento, CA
|Sacramento County Employee Retirement System, Sacramento, CA
|Financial Advice & Consulting
Our investment strategies take a wholistic view of our clients needs, assets and liabilities. Our experience allows us to offer an unvarnished point of view not generally found with other wealth managers.
We craft separately managed portfolios specifically tailored to individual client's needs and goals using publicly traded, best in class equities. We never have, nor will we ever accept a commission from a mutual fund to put a client in an investment product such as a mutual fund as this could lead to conflicted advice and a violation of the Fiduciary Standard.
We help clients establish new individual retirement accounts (IRAs) and guide them through the rollover process. In many cases this includes consolidating multiple 401k accounts, giving them control over and bringing simplicity and clarity to their retirement investments.
|Investment Advice & Management
The transparency we offer is a rarity in financial services industry. Our goal is to impart our clients with an understanding of how their assets are working and the rationale behind each of our decisions.
Our portfolios strike a client defined balance between capital appreciation and dependable income based on their needs and goals, and are actively managed in a tax sensitive manner.
We take the long view. Our portfolios are built to withstand the ever-rising cost of living and generate a steady, predictable income stream into the future.
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|El Dorado Hills
|Half Moon Bay
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