Why Choose Chatham Capital Group?

Chatham Capital Group operates as a practice first and a business second. We prioritize clients' needs and interests over our business growth and profitability. We operate with a client-centric approach, emphasizing personalized financial planning, investment management, and holistic wealth management tailored to each client's unique financial goals and circumstances. By focusing on being a practice first, we create lasting client relationships built on trust, transparency, and a commitment to helping clients achieve their financial goals.

Key Features of Chatham Capital Group are highlighted in the menu below

  • As a fiduciary, we are legally obligated to put clients' interests first, ensuring that investment advice and strategies are aligned with clients' financial goals and risk tolerance.

  • We charge clients through a transparent fee-only structure, avoiding potential conflicts of interest associated with commission-based compensation.

  • As an independent RIA, we are not affiliated with any banks, brokerage firms, or insurance companies, which allows us to provide unbiased, objective advice to clients.

  • We work as a collaborative team of professionals internally and externally with tax advisors, estate planners, and insurance specialists, to provide clients with a comprehensive financial strategy.

  • We provide financial planning services, including retirement planning, tax planning, risk management and assist in estate planning to help clients achieve their long-term financial objectives.

  • We design and manage customized investment portfolios for clients based on their individual risk tolerance, time horizon, and financial goals. This may involve selecting individual securities or other investment vehicles to construct a diversified portfolio.

  • We value open communication and client education to keep clients informed about their financial matters and help them understand complex financial concepts.

Compensation & Fees

  • We do not sell any products, collect any commissions, charge any ancillary fees, or benefit from transaction costs. Our management fee is transparent. We utilize the most efficient securities with the lowest cost possible for our client portfolios.

  • As an SEC Registered Investment Adviser, we are required to act as fiduciaries. This means we have a legal obligation to always do what is in the best interest of our clients.

  • We are 100% employee-owned, completely independent and not beholden to the bureaucracy of a large organization with corporately dictated objectives and processes.

  • Client success is our sole mission. When our clients succeed, we succeed.