Campbell Asset Management, LLC

Campbell Asset Management, LLC is a private wealth management firm founded in 2003 and based in Chattanooga, Tennessee. The firm builds customized investment portfolios based on each client's individual goals, risk tolerance, time horizon, and tax situation. Campbell Asset Management offers continuous investment management, comprehensive financial planning, and tax return preparation services. Investment management accounts can be managed on a discretionary basis, where the firm makes trades without prior approval, or non-discretionary basis. Financial planning covers areas such as personal cash flow, taxes, investments, insurance, retirement, and estate planning. In addition to individual services, Campbell Asset Management provides pension consulting and sub-advisory services to other professionals. The firm emphasizes a fee-only compensation structure, meaning they do not earn commissions from selling financial products.