Too often clients switch investment firms and brokers without having a true understanding of what they have in their portfolio and what they need. We developed the investment forensic division to help, in a completely unbiased way, clients determine if their holdings match up to what their true specific long-term goals are.
Most people have a difficult time evaluating their portfolios, and there has never been until now a clear understanding of what the most important metrics are. These metrics are universally accepted as the best way to evaluate your investment portfolio.
Chapvest allows all individuals, regardless of portfolio size and income, to determine if what they have in their portfolio is what they need. Across all incomes and ages, most people have no clue about exactly what they need to make to not lose purchasing power.
Many portfolios need to be enhanced by bringing their return on historical basis higher and their risk lower. The goal of the portfolio enhancer is to simply make your portfolio more efficient. This item is password protected.
The Chip Score allows investors, for the first time, to score their portfolio in regard to risk and return. Most importantly, it allows you to score your financial advisor. If you have a score below 50, you really need to consider making major changes.
Financial Distress Calculator
The Financial Distress Calculator is a very simple tool that allows all individuals to determine if they’re on a path to prosperity in retirement, or if they’re headed down the wrong path. This tool is anonymous, but allows you to determine on your own if you’re on the right path or not.
This is a unique tool that allows you to see what varying salary and income will do to your retirement.
Investment Reality Check
The Investment Reality Check is very similar to the Pepsi Challenge. We go through different well-known investors and investment firms to help you see what’s efficient and what’s broken.
Our library includes a few files that we think can be particularly helpful. Have questions? Please feel free to reach out!
The Portfolio Analyzer is exactly that – it allows you to see your eight metrics on your investment portfolio.
The Portfolio Builder allows investors to build a portfolio that historically matches their return profile and risk profile. This item is password protected.
Risks of Investing
Many people only concentrate on capital risk, but in building portfolios and building client relationships it’s important for everyone to know there are many other risks to investing.
The Side-by-Side Calculator allows us to dissect in great detail one portfolio in comparison to another portfolio.
At Chapwood we have designed extremely intelligent analytical tools that easily spell out how efficient your current portfolio is by measuring the eight ball supporting metrics in portfolio management.
You must look before you leap. You must know what you need and if what you have satisfies your investment policy statement. Below are some of the tools we have designed that help us determine in objective manner if what you have is what you need. It’s that simple. We are happy to do a complementary analysis on your current holdings in person or in real time through a video conference so you can see with your own eyes how good your current portfolio is.