For over 25 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.
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.”
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?
One of the first things we do is go through a very simple analysis that’s on our website that allows people to figure out, “What do I need to make based upon my spending and based upon what I already have?” We call that our “Personal Austerity Calculator”.
What we do is take someone and say “How much downside can you handle in the next 12 months mentally and mathematically?” Once we determine that, we now know what our standard deviation is or what they can accept is volatility in their portfolio. That’s all we need to know because then we ask them to go to a second calculator called “The Snapshot” and put in your current holdings. We have 9 analytics to can tell us whether your portfolio is efficient or not, whether it’s broken and needs to be fixed. Nobody else does that and that gives us the opportunity to get clarity on what someone needs to do with their portfolio based on their own particular circumstances.
We can tell you, over the next 12 months based on historical data, how much risk you have in your portfolio. After you put in the numbers and your tax rate, simply click a button and it’ll tell you what you need to make. We’ve yet to find anybody whose current portfolio matches up exactly what they need to make, how much downside they can handle versus what they have. The less variance you have on a portfolio, the greater the upside compounded return will be.
It’s important to have many types of equities, bonds, and alternative investments, as well as to have some money in money markets from time to time. Everything plays together based upon the analysis we do through our Personal Austerity Calculator, our Downside Calculator, a Snapshot of what you currently have.
One of the things that’s unique with Chapwood Investments is that we take a family office approach to our client relationships. We meet with our clients on a quarterly basis to make sure everything is up-to-date. We make sure your estate plan is up-to-date, all your taxes and retirement accounts are taken care of, and more.
We love helping people realize what they need to make so they can live a better life. There’s nothing worse than going to bed worrying every day about the next headline and how it’s going to impact your ability to buy your groceries, go on a vacation, or finance college. We want people to live a better life.