Thomas Caldwell

Caldwell conducts in-depth research on fixed-income and senior equities. The firm also has access to much of the fundamental research produced in the investment industry and subscribes to numerous outside research services. They manage mutual funds for which capital preservation and growth are the primary objectives. Their investment process begins with an overall political and economic view. Portfolios are structured using top-quality government bonds and shares of major corporations.

Provides brokerage services

Provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products

Provides securities exchange services

Operates as a research organization which provides research support to the Conference of Defense Associations and promote informed public debate on national security and defense issues

Honorary society

CAM employs a conservative investment approach that focuses on superior long-term, historical performance. They manage portfolios of equities, fixed-income securities and special situation investments. Asset allocation is based upon economic and political risk analysis. The firm employs a value investment style and limits their investments primarily to major corporations to provide both liquidity and safety. They also include growth companies in client portfolios based on agreed upon risk parameters.