Colloquium Asset Management, INC.

Colloquium Asset Management (CAM) offers portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. CAM creates an Investment Policy Statement for each client. CAM also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. CAM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds and private placements.