Why Chatham?

After three decades of managing investment portfolios for institutional clients, the founders established Chatham Capital Group in 1996 to provide professional, unbiased wealth management advice to individuals, families, and their related foundations, as well as to manage their own financial affairs. Our firm is profitable and thriving, and we are honored to oversee over $450 million in client assets under management. 

Our Interests Are Completely Aligned with Yours

We do not sell any products or collect any commissions. When our clients succeed, we succeed. We have a long history of helping clients achieve their financial goals, and our sole mission is superior client service and results.

Clients Receive Personal Attention

Each principal works with a limited number of clients, far fewer than typical investment firms, allowing us to focus on client satisfaction. Our clients are family to us, and we treat them accordingly. We will never sacrifice our high service standards for growth. We meet with clients frequently in person, and our professionals are always accessible.

Our Team Is Highly Experienced and Knowledgeable

Our financial professionals include five CFA® charterholders, the highest set of credentials in the global investment management industry. Our principals average over 25 years of experience, having managed money in many different types of wealth management environments. We have expertise in, and help clients with, investment management, estate planning, financial planning, and tax planning and analysis. We are our client’s financial quarterback, helping guide them through challenging and complex issues.

We Are Local and Independent

Our firm is 100% owned by our principals. We have a strong local presence in our markets, and our professionals are actively involved in the Savannah and Hilton Head Island communities. We have no affiliation with or obligation to any other company, and our firm is structured entirely to best serve our clients. Since 1996, we have been truly independent, and we will remain so.

Looking for a financial advisor? Here’s what you should be asking.

 
 

Wealth Management

 

Here are just some of the ways we help our clients achieve their financial goals

Click On Each Topic to Learn More

Organize Your Financial Affairs

Too many accounts without a cohesive strategy? Let us help you get organized and invest your assets in a manner consistent with your financial goals.

Long-Term Investment Planning

Ready to start planning for retirement? Our wealth management professionals will work with you to decide on the right plan to fit your retirement needs and invest your assets with your interests in mind.

Retirement/Cash Flow Planning

Ready to start taking income from your investments? We’ll work with you to figure out how much you need and develop an investment plan that’s right for you.

Tax-Advantaged Strategies

Don’t want the IRS taking all your hard-earned assets? With our extensive experience working with high net worth clients, we can strategize with you to limit your tax exposure.

Diversify a Concentrated Position

Too many assets in one stock? We’ll develop and implement an investment strategy to diversify your assets while reducing the tax implications.

Liquidity Events

Selling your business? Let us walk you through the process with your financial interests in mind.


Read Chatham’s latest quarterly investment newsletter

 

Small Company Investing

Our Objectives

In addition to balanced investment strategies, Chatham has developed a Small Company Investing strategy over the past three decades that is designed to provide the highest probability of generating both attractive real returns and superior relative returns over market cycles.

We focus on small company stocks, not because of the theoretical small company premium or a desire to fit in a particular “style box,” but because this universe of stocks allows us to find and exploit valuation inefficiencies and earnings growth opportunities that are “under the radar” of most investors.

Our ultimate goal is to purchase durable businesses at a discount, which can further compound their intrinsic value to generate client returns that exceed US equity benchmark returns with less statistical and conceptual risk.

Benchmark

We consider this to be a small cap strategy, and because our emphasis equally balances valuation and attractive growth potential, we believe our approach fits best under a core style category. Therefore, our primary benchmark of choice is the Russell 2000 Index.

 

Contact Us

Savannah

(912) 691-2320

6602 Abercorn Street
Suite 100
Savannah, GA 31405

Click here for directions

 

Hilton Head Island

(843) 785-2233

90 Main Street
Suite A
Hilton Head Island, SC 29926

Click here for directions

 
 

Please feel free to give us a call at one of the phone numbers listed above.

Or if you prefer, please fill out this contact form and one of our professionals will respond to you as soon as possible.

Name *
Name
Preferred Contact Method