A Better Platform
Through strategic relationships, Chapwood has been able to partner and create the most competitive and unique offerings available in the alternative, private equity, other non-correlated investment arena. These relationships also provide strategic competitive advantages to their advisors. This allows more offerings for clients, more breadth of investment opportunities, pricing flexibility, and more versatility.
Chapwood has developed some proprietary analytical tools that reveal potential risks associated with portfolios that allow advisors to not only win new business but analyses current for exposure and volatility. In a space that has become crowded and somewhat commoditized, Chapwood has found a way to differentiate, be visionary, and lead, by creating unique opportunities and strategies for advisors and clients during very uncertain times.
A Model Focused On Advisors
Chapwood starts with the premise that the client sites in the center of the relationship and the advisor and firm is there to work for them. We have designed this ideal platform according to direct input from numerous advisors. We interviewed, polled, spoke to privately, as well as openly asked “If you could wave a magic wand and create the perfect firm, what would it look like?” Based on the responses, experiences, and counsel, we set out to design the most advisor-centric platform that exists today.
Chapwood has kept a straightforward model for our advisors, and each advisor has the opportunity to join the firm as an owner and independently branded entity. There are no over-priced CEO’s, to ivy-tower headquarters to maintain, just hard-working advisors taking care of their clients and the resources necessary to support the best practices in the industry. By keeping the model focused on advisors, Chapwood can genuinely provide the most competitive compensation in the independent space available. Our streamlined approach allows the flexibility for each advisor to attain ownership through a lucrative partner’s program.