Our Philosophy                                          


 

Our Philosophy   "Serve the Clients’ Interests First.” Chatham is structured to be completely aligned with our clients’ best interests in the following ways:





Independence

  • The firm is 100% owned by its operating principals and thus independent from outside influences.
  • We offer no other services or products that could conflict with your financial circumstances.
  

Close Relationships with Clients

  • We maintain a limited number of client relationships.
  • Each client works directly with a principal of the firm. We encourage open communication.
  • Periodic meetings with clients take place during the year to stay current on changes that are relevant to long-term planning, risk tolerance, portfolio diversification, and asset allocation decisions.
 

Alignment of Interests

  • We provide services on a fee only basis. All fees are disclosed upfront and are transparent.
  • Our success is directly dependent on your financial success based on the way we are compensated.
  • As a Registered Investment Advisor, Chatham has a fiduciary duty to our clients.