Private Wealth

A Multidimensional Approach

The Campbell Private Wealth Distribution team has been successfully working with financial advisors across national and regional broker/dealers, IBD’s and RIA’s for over 5 decades. Our dedicated sales team is well versed in the alternative investment industry, with an average of 17 years of experience across our team members. We bring a multidimensional approach to the sales process, knowing that education is the key to successfully building and maintaining relationships. 

Navigating the private wealth channel requires a deep understanding of the market segments, product structures, the competitive landscape and how this all ties into the financial advisor’s practice. We truly understand the importance of practice management and the value advisors place on their partnerships. Our goal is to be an extension of the financial advisor, helping to educate and build awareness with their current clients, while generating new investor engagement through our sales and marketing efforts.

If you are considering an allocation to liquid alternatives, we welcome the opportunity to discuss the Campbell Systematic Macro Fund (EBSIX). 

Our mutual fund employs a systematic multi-strategy approach that is designed to generate alpha. Using both directional and relative value techniques, while delivering uncorrelated returns to global equities, global fixed income markets and other alternative investment strategies.

With our extensive experience and dedication to the sales and distribution process, we have successfully built a strong network of financial advisors. 

We welcome the opportunity to expand our client base, as we look forward to working with new financial advisor teams, firms and platforms to expand our footprint and drive towards success together.