The Power of Independence
At Chapwood Investments, we pride ourselves on looking before we leap. With this in mind, we have broken our firm into two distinct processes: one being Investment Forensics, the other Asset Management.
We begin every new relationship with a current portfolio analysis through our Investment Forensics division. Although we firmly believe that 97.5% of all portfolios are inefficient and are taking far too much risk for the expected rate of return, before we begin a relationship, we feel we must do a portfolio analysis to confirm your portfolio is in need of our help. We pride ourselves on being fully transparent, and if your portfolio is in good shape, we will always let you know. We encourage everyone to fully understand the collection of investments they have in their portfolio and know what they should expect from it. And if your portfolio needs some improvement, our Asset Management division will explain the problems and work closely with you to solve them.
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.