The Chapwood Difference
At Chapwood Investments, we pride ourselves on looking before we leap when it comes to investment management. We have broken our firm into two distinct processes:
Investment Forensics + Asset Management.
We understand the value of trust in any relationship, especially when it comes to financial planning. Our commitment to serving our clients at an elite level means providing clear recommendations and personalized guidance for their futures. With over three decades of experience in the investment industry, our team of experts leverages their knowledge and expertise to analyze market trends and identify investment opportunities that align with our client’s financial goals.
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.
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.
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.
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.
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.
Ed has made over 750 television appearances since 2006, on every major network.
His writing has appeared in every major financial journal.
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.