Cameron Short, CIMA®

Managing Director/Investments

My practice started twenty years ago based on the goal of replicating how the top-performing endowments, foundations, and institutional money managers developed portfolios designed to consistently and significantly outperform the market indices.  It became obvious that institutional managers have two big advantages over even the most sophisticated investors.  The institutions may have access to lower overall fee structures and top-tier money managers.  The result: institutional portfolios typically outperform individual portfolios.

I have combined what I believe to be the best practices of the institutional investing world with those used by the most sophisticated investors.  I create unique strategies for each client tailored to their specific risk tolerance, needs, and goals.  What makes me different is that I do it with transparency, independence, and focus on what is best for my clients.


Cameron Short offers clients an impressive depth of expertise in investment planning, insurance, and issues surrounding estate planning.  During his 20 years in business, he has provided comprehensive financial advice to individuals, families, businesses, medical practices, foundations, and endowments.  He holds a variety of professional designations including the Certified Investment Management Analyst  (CIMA®) designation from the Wharton School of the University of Pennsylvania.

Current Licenses:

Series 7 General Securities Representative

Series 63 Securities Agent

Series 65 Investment Advisor Representative

Series 31 Futures Managed Funds

Life and Health Insurance License


Physician Publications:

Physician's News Digest:

Increase Retirement Contributions for Key Employees with a Carve-Out Plan Published by Physician's News Digest - May 2010 Issue

Disability Insurance: What Every Physician Needs to Know Published by Physician's News Digest - March 2010 Issue

Asset Allocation Published by Physician's News Digest - December 2008

How To Evaluate The Risk of an Investment Published by Physican's News Digest - November 2007 Issue

MD Practice Options:

Experienced Professional Explains Value of Disability Insurance Published by MD Options - March 2010

Investment Opportunities To Review Published by MD Options- July 2007

Managing An Investment Portfolio Published by MD Options - June 2007

Physicians Money Digest:   "Five Tried and True Money Rules," by Ed Rabinowitz, with quote from Cameron Short.  Published October 2010.

Oil & Gas Monitor:

Handling a Financial Windfall by Cameron Short

National Media:

Value and Growth - Why Investors Need Both Published by US News and World Report - June 11, 2010

Wealth Managers: Providing financial Advice to Doctors Published by Reuters - May 19, 2010

Five Key Strategies for Defensive Investing Published by AOL Daily Finance - May 15, 2010

Index Funds May Gain Edge in 401(k) Plans Published by The - March 31, 2010  "Stocks Extend Rally," by Stephen Bernard, with quote from Cameron Short.  Published nationwide. "Stocks Climb Amid Pledge to Balance Trade," by Stephen Bernard, with quote from Cameron Short.  Appeared in,,,,, LA Times, Huffington Post, Pittsburgh Post-Gazette, Clarion Ledger, Detroit News, Palm Beach Post and other national media outlets.

 Pensions Can Mean Big Tax Savings For Small Firms  in Dow Jones Newswires

Local Media:

What Criteria Should I Use When Deciding When to Sell an Investment? Published by Pittsburgh Business Times - July 16, 2010

Exchange Traded Funds More Common, More Complex Haven Published by Pittsburgh Post-Gazette - February 3, 2010  "Investors Seeking Safety Flock to Bonds, But Experts Warn of Hidden Risks," by Tim Grant, with quote from Cameron Short

Phone (800) 223-8162