The Chapwood Difference
Our firm caters to high-net-worth individuals and families. We achieve this by ensuring you have a precise understanding of your portfolio and its expected outcomes. Our total financial planning services address all aspects of your financial well-being, ensuring you have a holistic strategy for a confident financial future.
Protecting Your Portfolio
At Chapwood Investments, our financial experts have developed a comprehensive, time-tested scoring system that determines whether your portfolio has what it takes in the current, difficult macro environment.
At Chapwood, we have designed extremely intelligent analytical tools that easily spell out how efficient your current portfolio is by measuring the eight most important metrics in portfolio management.
At Chapwood, we always begin with a top-down analysis, which looks at the selection of the type of asset in which to invest and the sector to which it belongs as well as the geographic area in which the investment is located.
Never Go Broke
Roughly 80% of the players in the NFL end up in financial stress only five years after they retire. You can do far better. In this must-read investment guide for professional athletes, you’ll learn how to reduce risks, take money off the table and lock it away, and invest it safely to get the highest payback.
Are your life’s savings safe? Wall Street insider Ed Butowsky reveals fatal flaws and hidden risks of wealth management and unveils a new system for protecting your portfolio—and firing your financial adviser.
Ed has made over 750 television appearances since 2006, on every major network.
His writing has appeared in every major financial journal.
The Family Office
Our virtual family office approach allows clients a disciplined and structured approach to work closely with families to manage their personal affairs and ease the burden of their administrative responsibilities. We provide a broad spectrum of family office services that are designed and coordinated with key members of your investment and business team.