Custodio Asset Management

Proactive Investment Services

More Good News!

Posted by cthodges on July 30, 2008

Custodio Asset Management Newsletter – August 1, 2008   

Custodio Asset Management is pleased to announce that as of July 31, 2008, our year-to-date portfolio growth stands at +11.999%.  CAM is encouraged to achieve this new performance standard.  During July, CAM portfolio growth established a new benchmark of  +10.292%, exceeding the previous CAM benchmark of +10.258% posted in December, 2006.  These achievements confirm the success and viability of the CAM portfolio strategies during volatile economic conditions.

 

 

  Additionally, Custodio Asset Management is proud to announce the addition of Jay Kaytal to our investment adviser team.  Jay has been a member of the Virginia Commerce Bank Advisory Board since 2005, and brings a wealth of knowledge and experience to CAM and our clients.  Jay will be assisting with our expanding client base.

 

CAM is pleased to relay this information.  We remain committed to our clients and increasing client wealth and security.  By inherent design, when our clients do well, we do well. 

 

 We look forward to your comments.  As always, thank you for choosing Custodio Asset Management as your proactive investment service.

 

 Regards

 

Ace Custodio

President/CEO

 

 

 

 

 

Almond Custodio

Chief Investment Strategist

 

Custodio Asset Management

http://www.CAMTRADING.com

Info@camtrading.com

Phone: 420-988-2511

Fax: 410-988-2417

Info@camtrading.com

 

 

 

 

4 Responses to “More Good News!”

  1. Hi, this is a comment.
    To delete a comment, just log in, and view the posts’ comments, there you will have the option to edit or delete them.

  2. Jen said

    This looks GREAT!!!

  3. JOHN said

    Hi,

    Could you explain the following link?

    http://www.oag.state.md.us/Securities/Actions/2007/CustodioAsset_OSC_SummPPnmt_12_07.pdf

    Thanks,
    John

  4. cthodges said

    Dear John,

    Thank you for your interest in Custodio Asset Management, LLC. In response to your web log query regarding File No. IA#2007-2674, Docket No. 2007-0628, the Order to Show Cause was issued by the State of Maryland because Custodio Asset Management’s application for registration lacked Form ADV Part II, which is more commonly known as Disclosures or Firm Brochures.

    The form was immediately filed, completing the registration application in the State of Maryland. The Show Cause Order was thus satisfied.

    Custodio Asset Management’s registration was certified on June 12, 2008. The company’s Maryland and SEC CRD Number is 144223.

    We hope this completely answers your question. If you require further information, please contact CAM CEO, Mr. Ace Custodio at Ace.Custodio@camtrading.com.

    Again, thank you for your interest in Custodio Asset Management. We look forward to hearing form you.

    Sincerely,

    Customer Service
    Custodio Asset Management, LLC

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