For Investors, by Investors…
What began as a small, regional firm dedicated to serving clients in the Northeastern US is now growing into a national presence…
CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name “CamaPlan” has come to be synonymous with expertise, flexibility, responsiveness, and diversity of investment choices.
CamaPlan first made its mark in its local market by providing superior client service and expert guidance to investors seeking the freedom and flexibility of a self-directed IRA, and it is now offering the same friendly, personalized service to investors across the country. CamaPlan continues to provide innovative investment opportunities for savvy investors seeking direct control and more choices in how they deploy their investment capital.
As CamaPlan has grown, its commitment to excellent service has remained constant. The heart of CamaPlan is its highly-trained staff, and they are known for being responsive to the needs of individual investors, especially those interested in investing in alternative assets such as precious metals, real estate, mortgage notes, hedge funds, and private placements, just the types of high-yield assets that traditional money managers steer their clients away from.
Real answers for real people…
CamaPlan doesn’t just make it possible to invest in alternative assets; it also teaches investors how to put their money to work, safely and wisely. Educating its investor-clients on the opportunities and benefits of self-directed investing and sharing new strategies is central to CamaPlan’s mission. In everything it does, CamaPlan seeks to empower its clients to maximize the advantages of self-directed investing by showing them new possibilities and helping its investors realize them.
Grow with us…
CamaPlan has stayed true to its origins as a local company serving a close-knit community of independent investors, and as it continues to grow, CamaPlan is in the unique position of being a nimble, responsive player among the larger financial firms that are beginning to enter the self-directed IRA market.
For investors seeking expert guidance, security, and personalized service in their self-directed investments, nothing makes more sense than CamaPlan.
CamaPlan. Growing wealth.
- Montgomery County Estate Planning Council (MCEPC)
- Diversified Investors Group (DIG)
- South Jersey Real Estate Investors Association (SJREIA)
- Montgomery County Real Estate Investors Group (WWRE)
- ACRE of Pittsburgh
- Western PA Real Estate Investors Association (WPREIA)
- PennSuburban Chamber of Commerce
- National Registry of CPE Sponsors