Chatham is structured to be completely aligned with our clients’ 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 a client’s financial circumstances.
Close Relationships with Clients
- We maintain a limited number of client relationships.
- Each client works directly with a principal of the firm where there is open communication.
- We have periodic meetings with clients during the year to stay abreast of 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 fully disclosed upfront and transparent.
- A client’s financial success determines Chatham’s success.
- As a Registered Investment Advisor, Chatham has a fiduciary duty to our clients.
