Portfolio Management and Investment Advisory Services

Cambyses Financial Advisors offers portfolio administration and management for your personal, business, and benefit plan accounts. We tailor our recommendations to your risk tolerance, time frame, goals and objectives, using Goal-Needs Assessment, Risk Tolerance Measurement, and Financial Analysis to direct your Asset Allocation and Portfolio Diversification, and recognize your responsibilities under the:

 

  • Uniform Prudent Management of Institutional Funds Act (UPMIFA),

  • Employee Retirement Income Security Act (ERISA),

  • Internal Revenue Code and Regulations, and their State variations

​ To fulfill your requirements, we employ technical, fundamental, quantitative, and qualitative analyses and deploy a full range of investment options: ​

  • Common and preferred stock and ADRs,

  • Bonds or Government Securities,

  • Exchange Traded Funds or Mutual Funds,

  • REITs,

  • Direct Participation Programs or Alternate Investments, and

  • Options (when appropriate)

 

Cambyses implements specialized investment vehicles, as needed, to serve your needs, including platforms for:​

  • Active Account Trading

  • Capital Growth or Protection and Income Generation

  • Education Planning: 529 Plans, Coverdell Accounts, UGMA/UTMA, and Non-Exempt Options

  • Retirement Planning: IRA, SEP, SIMPLE, 401K, Qualified or Defined Benefit Plans, ISOs, ESOPs, and Unqualified (Top Hat) Plans

  • Succession and Wealth Transfer Planning: Gifts, Buy/Sell/Merger strategies, ESOPs ISOs, non-exempt Options, Employee Succession and Retention Incentives

  • Estate and Disability Planning: Will and Trust solutions (ABC, ILIT, GRIT, GST), Gift planning, and family relations assistance (spendthrift and special needs), DPOAs and Pre-Testamentary Instructions.

Portfolio management is one leg of comprehensive Financial Planning, Wealth, Estate, and Gift Management, and Sustainable Impact Philanthropy programs. Cambyses Financial Advisors can guide you on that path. 

We cooperate with our affiliate (Steven Roy Management) and strategic partners, Cambyses Financial Advisors supplements our offer with a  comprehensive array of business and personal planning, management, governance, finance, insurance, legal, and tax solutions.​ Visit WWW.StevenRoyManagement,Com for more information.

Disclosure:

Our Investment and Portfolio Management, Investment Advisory, and Wealth Planning-Management Services (including our Retirement and Succession Planning services) are performed by Cambyses Financial Advisors LLC ("Cambyses") and their Investment Advisor Representatives. Cambyses is a Registered Investment Advisor (CRD #230786). For additional information regarding our services, products, policies, pricing and personnel, please download our Firm Brochure (FINRA-SEC Form ADV Part 2A) or view it at the SEC's Investment Adviser Public Disclosure website. Steven Roy Management and Cambyses are affiliated by common ownership. Clients are not required to purchase all services through Cambyses or its representatives. Some services may be available from other sources at lower cost than from Cambyses. Some investments are not appropriate for all investors.