Camelot’s roots began in 1998, when its’ founder, Darren Munn, started what would become Munn Wealth Management, a retail investment firm that continues to serve clients in Northwest Ohio and Southeast Michigan. In 2008, Camelot Portfolios, LLC was created and became a registered investment advisor. Since their inception, Camelot Portfolios has assembled a team comprised of multiple CFAs (Chartered Financial Analyst), CFPs (Certified Financial Planner), CPAs (Certified Public Accountant), and Estate Planning attorneys with assets under management in excess of $350 million as of March 2015. Using a partnership approach allows Camelot to focus specifically on investment management, while advisors have time to deliver the level of service that clients deserve.
Our portfolio suffered from exposure to the energy sector