Ce Investment Management, LLC

Fee-Only (% of Portfolio)

CE Investment Management (CEIM) focuses on fixed income and commercial mortgage loan investments, providing customized investment advice to affiliated companies within the Cameron Enterprises group. CEIM's investment strategy includes recommending fixed income assets, liability matched investing for an insurance company general account, and originated commercial mortgage loans. CEIM also oversees external managers for private placements and collateralized loan obligations.

Assets Under Management$5.7B
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

CE Investment Management (CEIM) provides investment advisory services solely to affiliates under asset-based fee schedules. The actual fee is negotiated with each client. Funds allocated to outside third-party managers will not be charged any additional fees for this service.

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Ce Investment Management, LLC | TrueAdvisor