Chatham is registered under the Investment Advisers Act of 1940 and is regulated by the SEC. Chatham adheres to one fundamental and overriding principle: “Serve the Clients’ Interests First.”
Our more than 100 collective years of experience in the business has led us to focus on the following in managing the financial affairs of individuals and families, we:
- Consider all of a client’s investment assets in formulating an integrated asset management/investment framework and strategy.
- Coordinate tax, estate, business, and family interests with the investment strategy.
- Identify the real needs and objectives of the client and monitor how the investment assets are tracked toward those goals.
- Provide stability gained from experience in navigating through difficult periods.
