For over 30 years, Ed Butowsky and the Chapwood Investments team have helped high net-worth clients by bringing clarity and understanding to their portfolios by targeting specific rates of return to meet their long-term needs.
Meet Our Leadership Team
Chapwood Investments was formed for one simple reason: To help clients understand and give perspective and knowledge of what they already have in their portfolios. Most clients have no idea what it is that they own and what they should expect from what they own. So, we built Chapwood Investments to give people that knowledge from a team they can trust.
Kim Sams is the creator of the Chapwood Portfolio Investment Score, along with partner Ed Butowsky. With over 10 years of experience in the financial services industry, she is a managing partner for Chapwood Capital Investment Management, sales and marketing, where her focus is to deliver highly customized asset management services to high-net-worth investors to develop superior quality, comprehensive, long-term investment solutions to meet their individual goals.
Kim Sams was previously a managing director with Bear Stearns in the private client services division, where her focus was on developing relationships and delivering asset management services to high net-worth investors. Prior to Bear Stearns, where she specialized in managing a quantitative-based portfolio, she was an Associate Vice President with Morgan Stanley. She is a graduate of University of Minnesota where she earned a BBA in finance and communications.
- Creator of the Chapwood Portfolio Investment Score
- In 2007, Kim was nominated as Top Financial Advisor in the World by Reuters
- Associate Vice President with Morgan Stanley 1998-2002
- Managing Director with Bear Stearns 2003-2005
- Member of Investment Management Consulting Association
- Graduate of the University of Minnesota with a BBA in Finance and Communications
Ed Butowsky, managing partner of Chapwood Investments, LLC has the unique ability to recognize how current events affect investment portfolios.
An internationally recognized expert in the investment wealth management and personal finance industry, he was featured in “Broke,” the critically acclaimed ESPN “30 for 30” documentary that chronicles professional athletes and their financial experiences, and in the most popular Sports Illustrated article ever: “How (and Why) Athletes Go Broke.”
In 2023, Ed Butowsky was named to the prestigious “Five-Star Wealth Managers” of Texas by the publication, “Texas Monthly”.
Celebrities and athletes count on Ed Butowsky to provide advice on everything from contract negotiations and agent disputes to family finances and how people with money can take steps to keep it.
Ed Butowsky is a mentor to up-and-coming athletes and their parents, but it isn’t only public figures who seek his advice. Private individuals come to him in search of new strategies for their financial concerns. Ed is best known for his straight talk and his willingness to roll up his sleeves and find solutions to issues that others want no part of.
His more than 29 years in the financial services industry began at Morgan Stanley, where he was a senior vice president in private wealth management. In his 18 years there, he was the firm’s top producer nationally as well as the first adviser to surpass $1 billion in assets under management. He was recognized as a member of both the Chairman’s Club and the Equity Club, distinctions reserved for only the top advisers at Morgan Stanley.
Ed has appeared on The Blaze TV and is a Blaze Branded Contributor for The Blaze online. Additionally, he is an op-ed contributor who has written articles relating to financial topics for National Center for Policy Analysis, FoxBusiness.com, FoxNews.com, Breitbart.com and others. He was a keynote speaker at the American Bar Association Bankruptcy Division and was featured in the PBS Frontline interview “To Catch a Trader.”
Ed regularly talks about wealth management and other timely subjects related to finance and investment on radio shows around the country, including “Mad Dog Radio” and “Bloomberg Radio.” He was featured as one of seven financial coaches/experts in the first-of-its-kind online reality series, “The Invested Life,” a nine-month series that featured real people facing common investment concerns and their journey to take control of their finances. (www.theinvestedlife.msn.com)
Ed has been the keynote speaker at the IMCA Winter Conference, lectured at the Private Wealth Texas Forum, T3 Conference, Yale University, NYU Stern School of Business, and SMU Cox School of Business and speaks around the country to financial advisors on how to properly manage portfolios. Butowsky is also the originator of the CHIP score. The CHIP score is the first metric designed to properly and effectively evaluate and score a portfolio’s strength based on all elements that attribute to portfolio performance; rate of return, risk, inflation, taxes, management fees and investment fees. Ed is the creator of the Chapwood Index, a real cost of living index that attempts to show, on a quarterly basis, a more accurate figure for cost of living increases in the nation’s top 50 major metropolitan areas. (http://www.chapwoodindex.com/)
In 2005, Ed launched Chapwood Investments, LLC, a private wealth management advisory firm that focuses on providing comprehensive financial counseling and investment advice to wealthy families and individuals. Under the management of Ed and his partner, Kim Sams, Chapwood Investments was awarded the 2015 Alternative Investment Award for Excellence in Investment Wealth Management – USA.
A respected member of the Greater Dallas community, Ed lives with his wife and 2 children in Plano, Texas. He is an avid tennis and golf player.
Ed Butowsky is an accomplished speaker on a variety of investment topics. For more information or to book Ed for a speaking engagement, contact Mikaila Montgomery at Chapwood Investments, LLC, at 972-865-2228.
What’s special about Chapwood?
What sets Chapwood Investments apart is our family office approach to client relationships. We meet with our clients quarterly to ensure everything is current. This includes updating your estate plan, managing taxes, and overseeing retirement accounts, among other things. We understand that life changes quickly, and we aim to provide top-notch service when you need it most.
Our passion lies in helping individuals identify what they need to improve their quality of life. There’s nothing more unsettling than going to bed each night worrying about how the latest news headline might affect your ability to cover everyday expenses, take a vacation, or fund your children’s education. Our goal is to empower people to lead better lives.
CHAPWOOD CORE VALUES:
Transparency means openly sharing details about fees, compensation structures, and potential conflicts of interest, which is a standard practice in the financial services industry. However, we believe in taking transparency to the next level. Our commitment to transparency is evident in our proprietary systems, which aim to allow everyday people to understand their investment plans. Furthermore, we have the capability to assess the level of risk in your portfolio and offer a transparent explanation of the precise amount of capital that is exposed to potential risk.
Integrity is a quality often professed by many, but in the investment industry, it’s the specifics that truly matter. Here at our firm, we distinguish ourselves by adhering to a set of clear principles:
- No product sales.
- No commissions.
- No charges on cash positions.
Our core focus is on helping secure the best future experience for you, recognizing the significance of each decision we make.
Expertise in the financial services industry has seen a decline over the past few decades. While commission-driven salespeople have always been present, a concerning trend has emerged: a lack of understanding regarding critical aspects like risk and investment policy in client plans. With 35 years of experience in the industry, Ed Butowsky and Chapwood Investments prioritize excellence. We leverage our knowledge gained at esteemed institutions like Wharton to ensure we possess the competence needed to secure our clients’ financial futures.
If you’re ready to start the conversation today, don’t hesitate. You can contact us at email@example.com to initiate the discussion, or you can easily schedule a Zoom meeting with us by clicking here.
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 in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video 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 in this webcast or video. The guests appearing in videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.
If you’re a high-net-worth individual seeking expert financial planning guidance, our services are tailored to meet your unique needs. With a wealth of experience in the financial industry and a commitment to providing customized solutions, we are dedicated to helping you navigate the complexities of wealth management. Our team of experienced professionals will work closely with you to develop a comprehensive financial plan designed to help maximize your financial confidence and help optimize your investments. Contact us today to start a conversation about securing your financial future.