Reasons to select Chatham

We are staffed by investment professionals. Our principals have over 100 years of collective experience.

We view Chatham as an investment practice and not as a business. Possibly a subtle difference – we allocate a majority of our time and resources to investment thinking and tailoring client portfolios compared to finding new clients.

Our expertise in asset allocation. Market valuations and economic conditions are too volatile to maintain a static asset allocation policy. We modify exposures based on insights into changing risk and return environments, using a one to three year market outlook.

Portfolio customization. Portfolios are tailored by integrating our best investment ideas with a keen sense for each client’s total asset profile, risk tolerance, tax circumstances, family/estate considerations, and investment time horizon.

Fair and transparent fees. We do not allow our fees to be a barrier in our client’s ability to compound wealth. Though our objective is not to be the “cheapest” in our industry, many competitor fees are two to three times what we consider to be appropriate.

We own the firm. A key factor that fosters stability and motivation within our team, provides us with the ability to think independently, and generates significant pride in the organization.