Investment Philosophy

Investment diversification is of key importance,especially in today’s uncertain economic environment.
Take no more risk than is necessary to accomplish your goals.
Tax savings take second place to sound economics in an investment.
Consider the complete cost before getting into an investment: commissions, fees, management expenses.

Investment Strategy

In today’s rapidly changing investment environment, diversification is the key to both growth and capital preservation. Diversification is needed among the asset classes of cash, bonds, stocks, and real estate, as well as within these classes.

In the stock and bond categories, Eclectic uses primarily a “portfolio” of true no-load mutual funds. Because of our careful selection of mutual funds, our clients, in effect, employ the very top investment managers. These funds and fund managers are chosen based on performance, management, and investment style.

In addition to careful selection, ongoing evaluations are made of each mutual fund in which our clients are invested. When changes appear advisable, the client is notified and given assistance in making the change. The client always maintains control over the investment.

Our People

Carl J. Camp, CFP
CFP President
Carl joined Eclectic Associates, Inc. in 1985 and helped build the business along with his father, W. B. (Bill) Camp. Bill Camp had just started the firm a year earlier in 1984. Carl has been listed as one of the top financial planners in the country by MUTUAL FUND MAGAZINE, WORTH MAGAZINE and MEDICAL ECONOMICS...
Carl Lachman, CFP
Financial Planner
Carl is a Certified Financial Planner and joined Eclectic Associates in 2003. He has a bachelor's degree in economics with a minor in mathematics from Occidental College, and an MBA with an emphasis in finance from the UCLA Anderson School of Management. Carl also earned a Masters...
Scott Rojas, CFP
Financial Planner
Scott joined Eclectic Associates in August 2004. He has a bachelor's degree in business administration from Biola University (1993) and an MBA from Cal Poly Pomona (2004). Scott earned the Certified Financial Planning (CFP) designation in 2008. His previous work experience...
Russell W. Hall, CFP
Financial Planner
Russell joined Eclectic Associates, Inc. in 2001. He is a Certified Financial Planner, and has a Personal Financial Planner designation from the University of California, Irvine and a bachelors degree in communications from Biola University. Prior to earning his CFP designation in...
David K. MacLeod, CFP
Financial Planner
David joined Eclectic Associates, Inc. in 2006. He is a Certified Financial Planner and has a Personal Financial Planner designation from the University of California, Irvine. David is also a graduate of Biola University where he received a bachelor's degree....
Masako Sumita
Financial Paraplanner
Masako joined Eclectic Associates, Inc. in April of 1992. She is a Registered Paraplanner and has a bachelor's degree in business administration from California State University of Fullerton...
Travis McShane
Paraplanner
Travis joined Eclectic Associates, Inc. in September of 2010. Travis graduated Magna Cum Laude from California State University, Fullerton with a Bachelor's degree in Finance, in May 2010. Prior to joining Eclectic, he held positions coaching basketball at La Habra High School as well...

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