Little David Cfp-Eclectic Associates

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Eclectic’s Investment Advisory Service covers a wide range of individual services. Please note that our fee discussed below is all inclusive.

State of the Company – Carl Camp, Eclectic Associates: First up was our president, Carl Camp, who briefly spoke about the state of our company . Eclectic is doing very well, thanks to you our clients and the many referrals that you have been sending our way. We now have about 600 clients and manage roughly $550 million. There are thirteen employees, including seven advisors, at Eclectic (plus an intern that will be with us for the summer).

We recently hired Scott Rojas as a financial advisor to fill Aimee’s full time position at Eclectic. Although Aimee will not leave her full time role until December, Scott will begin working at Eclectic in August 2004 so that he has time to learn the processes and culture of our firm. Scott has extensive experience in the financial industry. He has a bachelor’s degree in business with an emphasis in finance from Biola University and recently received his MBA degree from California Polytechnic University of Pomona.

Your next step is to schedule an initial no-cost, no-obligation meeting. This will allow you to learn about our services and costs as well as allow us to get to know you and your financial situation. We do not ask you to make a decision on using our services at this meeting, instead we provide you with the information and necessary paperwork to make the decision in the comfort of your home.

Eclectic Associates' goal is to provide the finest fee-only financial advice to our clients, enabling them to meet their financial goals. As fiduciaries, we put our client interests before our own, and consistently conduct business with honesty and integrity. In short, we answer to you, the client.

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