Our People

Extensive Training: Five Chartered Financial Analysts (CFA®) and two Certified Financial Planners (CFP®). Nine post-graduate degrees, including five M.B.A.s and one D.B.A.

Experience: Investment professionals averaging 25 years of experience.

High Service Standards: Each Chatham principal handles about 30 clients, yielding a high degree of personal attention and service.

Consistency: Zero turnover of investment professionals since Chatham’s inception.



Our Firm

Fiduciary duty: Chatham principals have a fiduciary duty to place our clients’ interests first, both as registered SEC Investment Advisers and as members of the Chartered Financial Analyst Institute.

Transparency: We provide services on a fee-only basis with full transparency and disclosure up front.

No conflicts of interest: We only offer services or products that do not conflict with our client’s financial circumstances

Employee owned: Chatham is 100% owned by its operating principals. We are committed to the future with two generations of principals.