Overview

Our Private Wealth Management option is suited for individuals and corporate investors who wish to invest in a variety of asset classes, where our advisors will formulate a bespoke wealth management plan to help balance your short, medium, and long-term financial aspirations. We will consider numerous factors, including your lifestyle, current station in life, and goals, in developing a personalized, diversified portfolio of investments to grow your wealth.

What differentiates CAL Investments?

An empowered, seasoned team of professionals who intuit the right investments with the right timing, for superior returns.
Wide-ranging industry knowledge allowing us to more accurately predict where financial markets are heading.
Proprietary risk management analysis is conducted in-house, affording us a penetrative view of the risk-return tradeoff of each investment decision.
An industry-leading risk reduction effort based on dynamic asset allocation, industry-beating risk evaluation methods along with high compliance and adherence to ethical standards.
A dynamic team with superior expertise, powered by an investment committee that harnesses over 50 years of collective investment experience.

We specialize in two key investment types, where we invest in fixed income and equities on your behalf:

  • Discretionary Portfolio
  • Private Wealth Management

We’ll offer a custom-made solution that best fits your return expectations and risk tolerance.