You probably have time to be an investor.
You might have time to be well-informed.
You seldom have time to be both.
Investment Management
Our financial planning company’s customized investment portfolios go beyond just acquiring stocks, bonds, and mutual funds. Our registered investment advisors tailor our strategies to your personal finances and future goals.
How we do things
Fully Customized Portfolios
The Chatham Wealth Management team will review all your current assets and obligations, as well as discuss your risk tolerance, time horizons and asset preferences. Our investment management firm then constructs individualized portfolios using US and international equities with bond and satellite investments tailored to your goals and in coordination with your other assets and obligations.
Goals-Based Planning
Our investment portfolio management and financial planning process keeps your entire financial picture in focus, even accounts that we do not manage for no additional fees. Our investment services will help you avoid a “junk drawer” of financial pieces and draw a cohesive financial picture for today and tomorrow.
Fiduciary Standards
As an SEC regulated fiduciary, our investment management company always puts your interests first ahead of our own interests. Our investment services are not tied to specific product pipelines like many other advisors. This offers us greater flexibility in customizing your portfolio to your specific wishes. Additionally, as fiduciaries, Chatham Wealth Management does not earn commissions on any investments purchased on your behalf.
Fee-Only Compensation
Unlike some other investment management firms, our investment services come without the surprise charges of many other asset management companies. We structure our investment service fees based on a percentage of assets invested with us to focus on maximizing your gains, while keeping your risk tolerance and time horizon in mind.
Effortless Investing
You worked hard accumulating your savings, and your financial future deserves specialized attention. Our Certified Financial Planners® and relationship managers are experts with decades of success. Our investment management company utilizes our professionals’ valuable industry connections, access to resources, information, and research to aid us in generating growth and income while preserving capital and minimizing tax implications. Let us manage your investments while you manage your life.
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The Chatham Wealth Management team will review all your current assets and obligations, as well as discuss your risk tolerance, time horizons and asset preferences. Our investment management firm then constructs individualized portfolios using US and international equities with bond and satellite investments tailored to your goals and in coordination with your other assets and obligations.
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Our investment portfolio management and financial planning process keeps your entire financial picture in focus, even accounts that we do not manage for no additional fees. Our investment services will help you avoid a “junk drawer” of financial pieces and draw a cohesive financial picture for today and tomorrow.
-
As an SEC regulated fiduciary, our investment management company always puts your interests first ahead of our own interests. Our investment services are not tied to specific product pipelines like many other advisors. This offers us greater flexibility in customizing your portfolio to your specific wishes. Additionally, as fiduciaries, Chatham Wealth Management does not earn commissions on any investments purchased on your behalf.
-
Unlike some other investment management firms, our investment services come without the surprise charges of many other asset management companies. We structure our investment service fees based on a percentage of assets invested with us to focus on maximizing your gains, while keeping your risk tolerance and time horizon in mind.
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You worked hard accumulating your savings, and your financial future deserves specialized attention. Our Certified Financial Planners® and relationship managers are experts with decades of success. Our investment management company utilizes our professionals’ valuable industry connections, access to resources, information, and research to aid us in generating growth and income while preserving capital and minimizing tax implications. Let us manage your investments while you manage your life.
Investing with Chatham
Chatham Wealth Management’s investment services do not simply follow trends; we maintain our discipline of owning securities or high quality companies with solid balance sheets and a long-term positive outlook. We believe retirement planning involves a measured, structured long-term strategy with short-term tactical changes while being tax efficient.
Our customized portfolio management strategies represent a core and satellite approach diversified by asset class and geographic region. Our investment management firm then reviews our holdings daily to rebalance and reallocate assets based on economic and market changes and make timely investment decisions for our clients.
Our investment philosophy
Core investments
Our investment services allocate core equities among various domestic and international sectors designed to preserve principal, generate consistent revenue streams, appreciate in value, and provide liquidity. Some vehicles our investment management company focuses on include:
Individual Stocks
Preferred Stocks
Select Mutual Funds
American Depository Receipts (ADRs)
Certificates of Deposit (CDs)
Exchange-Traded Funds (ETFs)
Municipal and Corporate Bonds
Government Treasuries
Satellite Investments
Our wealth management services often include constructing a “satellite” portion of our portfolios to take advantage of short-term inefficiencies and opportunities in the market. Our investment management firm has the resources to offer some unique investment products other customized investment portfolio management firms cannot provide including:
Inflation Protected Securities
Floating Rate Bank Loans
Index Linked CD’s
Non-Dollar Denominated Bonds
Real Estate Investment Trusts (REIT’s)
Specialized Structured Products to Mitigate Volatility
Why Invest with Chatham?
We are a team of experienced investment portfolio management professionals with over 35 years of expertise in navigating institutional capital markets. Throughout bull and bear markets, we’ve guided clients with our customized strategy that removes emotional impulses, ensuring stability and planning for a comfortable future.
Offering our clients our most valuable asset - personalized contact - while saving their most cherished one, time, our dedicated advisory team provides direct access to decision-makers and advisors for comprehensive guidance, be it in person, over the phone, or through video conferencing.
Our investment service model prioritizes your life as we handle your accounts seamlessly, with our client services team facilitating effortless account openings and continuous support. With regular access to your advisor and a commitment to personalized service, you’ll never encounter phone queues or nameless agents; instead, you’ll know us by name, just as we’ll know yours.
At the heart of every decision is YOU.
Our investment management company combines our advisors’ years of experience, market research, and unparalleled client relationships to make investing in your future effortless.
Optimal performance is more than just buying low and selling high.
Ready to be treated like a person, not a portfolio?
At Chatham Wealth, you are not just another account number. We are your partners in reaching your financial aspirations. Contact us so we can begin investing in your life today for your dreams tomorrow.
Disclosures
Chatham Wealth Management is registered as an investment adviser with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be profitable for a client's portfolio.