Cambiar Investors provides investment management services to individuals, families, and institutions. Cambiar manages separate accounts, mutual funds, exchange-traded funds, and collective investment trusts. Cambiar uses a fundamental, relative value investment approach, focusing on quality, valuation, value creation, and risk-reward criteria. Cambiar may refer clients seeking a broader array of financial services to a wealth manager.
Fee Structure
Cambiar Investors manages investments for separate accounts, with annual fees generally ranging from 0.35% to 1.00% of the value of your portfolio. The specific fee is negotiable and depends on factors like the amount you invest, the investment strategy, and whether you were referred by a consultant. Cambiar also manages mutual funds and exchange-traded funds, each with its own specific fee, as well as collective investment trusts with fees between 0.40% and 0.75%.