Why work with Chatham Wealth?
At Chatham Wealth you don’t just feel important, you are important.
At Chatham Wealth Management, every client is important and is treated as such. We are a team of investment portfolio management professionals with more than 35 years of experience who offer planning for the future, protection for your wealth, and a personal touch to every client interaction.
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.
Holistic Financial 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-Based 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.
-
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.
-
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.
Customization is at the core of our approach.
We offer our clients our most valued asset—contact—while saving them their most treasured asset—time. Let the team at CWM do the valuable research to keep on top of the markets and any required changes to your portfolio. Our investment strategy takes the emotion out of investing to get our clients through unexpected times and help you plan for a comfortable future. The core of our approach is customization, as we deliver comprehensive and customized investment solutions with no models, dictated by our detailed goals-based financial planning.
Customization is at the core of our approach.
We offer our clients our most valued asset—contact—while saving them their most treasured asset—time. Let the team at CWM do the valuable research to keep on top of the markets and any required changes to your portfolio. Our investment strategy takes the emotion out of investing to get our clients through unexpected times and help you plan for a comfortable future. The core of our approach is customization, as we deliver comprehensive and customized investment solutions with no models, dictated by our detailed goals-based financial planning.
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 Chatham?
We are a team of experienced investment portfolio management professionals with over 35 years of expertise in fixed-income equities, securities, and investment services. Throughout bull and bear markets, we’ve guided clients with our 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.
With large firms, it’s easy to feel anonymous in a sea of thousands of clients. CWM is an intimate, boutique firm where you are treated as a person, not a portfolio. We are high-touch fiduciaries with years of experience in fixed-income equities, securities, and investment services. We have seen it all in bull and bear markets and in the lives of our clients. As fee-only fiduciaries, we communicate with our clients directly and often, so that we can stay on the same page and prosper together.
Get the attention you deserve at Chatham Wealth Management.
Learn more about the Chatham difference and our specific offerings with our informational handout, available for download.
Ready to get the attention you deserve?
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.