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Chapwood Investments

Chapwood Investments

  • About
    • About Chapwood
    • About Ed Butowsky
    • Wealth Mismanagement Book
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    • Our Approach to Investment
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  • Investment Forensics
    • Toolbox & Process Overview
    • 8 Metrics
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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.

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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.

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  • Chaptimizer
  • 8 Metrics
  • ChapVest
  • Portfolio Enhancer
  • Chip Score
  • Financial Distress Calculator
  • Salary/Income Comparison
  • Investment Reality Check
  • Portfolio Analyzer
  • Portfolio Builder
  • Risks of Investing
  • Side-By-Side Calculator

Investment Forensics

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.

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Asset 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.

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Never go broke

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.

Purchase on Amazon
Wealth Mismanagement

Wealth Mismanagement

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.

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Purchase on Amazon

Ed has made over 750 television appearances since 2006, on every major network.
His writing has appeared in every major financial journal.

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Investment Philosophy

At Chapwood we have designed extremely intelligent analytical tools that easily spell out how efficient your current portfolio is by measuring the eight supporting metrics in portfolio management.

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.

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If you’re ready to talk, please take a moment to call or send an email!

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About

We are not your typical investment firm. We provide expert financial advice to both individuals and businesses.

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Chapwood Investments

4965 Preston Park Boulevard, Suite 100
Plano, TX 75093
(972) 865-2225
Ed@ChapwoodInvestments.com

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Chapwood Investments, LLC is an SEC Registered Investment Advisory Firm (SEC.gov). No mention, opinion, or omission of a particular security, index, derivative, or other instrument constitutes an opinion on suitability of any security. The information and data on this site, in webcasts, and in videos were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed on this site, in webcasts, or in videos. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results. Copyright © 2023 · All rights reserved.
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