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About Cami
Capital Analysts of the Midwest (CAMI) is an independent wealth advisory firm. We serve as our clients’ primary financial advisor and the central resource for all their wealth management needs. Our services include investment management, wealth transfer, business succession strategies, philanthropic planning, retirement income planning, and corporate retirement plans. We help our clients define and achieve their financial objectives by providing an integrated, comprehensive approach to total financial planning—with unbiased advice and strategies customized to their specific needs.
Our primary purpose is to grow and preserve our clients’ wealth. We follow an independent, disciplined approach to all aspects of the planning process. As an example, we believe asset allocation and diversification are central to any successful investment management program. We work closely with our clients to implement a formal asset allocation policy, and, as an unbiased advisor, select and monitor our clients’ investment managers. However, these strategies are only implemented through the prism of the clients’ overall financial plan, fully integrated with their estate, tax, philanthropic, and other financial objectives.
Our expectation of a clients’ relationship with CAMI is a well-researched, well-coordinated and carefully monitored financial plan that fits within the personal framework we have helped them establish in order to achieve the financial objectives that are of paramount importance to them.
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