Alfredo Cardona
Investment Advisor @Campbell Williams, Inc
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WORK HISTORY
Investment Advisor @Campbell Williams, Inc
Miami, TX, US
Investment consultant.
EDUCATION
Hamilton College
BA
Institut d'Etudes Politiques-Universite de Paris
CEP
The University of Chicago Booth School of Business
MBA
SKILLS
ABOUT ALFREDO CARDONA
Campbell Williams Inc. is an investment consulting firm focusing on high net worth individuals in the US and overseas. We sell no products and are totally independent and objective. We help our clients by giving them education, information and the tools necessary to: 1) determine an appropriate long term investment strategy, 2) select mutual funds and/or managers for each asset class, 3) evaluate portfolio and manager performance on a quarterly basis, in order to make changes when necessary. We assist our clients with retirement, estate planning and other issues while working with specialists of their choice. We also provide our clients with full disclosure on all issues of importance to them. Our advice is customized for each client and his or her particular situation. We help clients control portfolio expenses and normally save more than the fee for our services. Our fee is 1% for the first million and decreases thereafter for larger amounts. Specialties: Investment consultant focusing on high net worth individuals in the US and offshore markets. Extensive experience in asset allocation as well as manager search and selection for the implementation of investment programs.
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