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Chapwood Investments

Chapwood Investments

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Investment Pantry

As an independent RIA, we are fortunate to have the flexibility of placing our clients in every investment that exists. This includes having direct access to all the investments available from the bulge bracket firms, Morgan Stanley, Goldman Sachs, UPS, Merrill Lynch, JP Morgan etc.

In addition to access in those wonderful platforms, we also are shown from investment providers very unique investments that most bulge bracket firms never see and cannot offer to their clients. This is one of the great attributes for being an independent RIA.

Put it very simply, there is not an investment that we cannot access.


Investment Offering Pantry

Below you will find a short list of many of the investments we can access as well as a description of our investment process.

  • All listed Domestic Equities
  • All listed International Equities
  • All Corporate Bonds
  • All Municipal Bonds
  • Options – Tier 1,2,3 – All Strategies, Sophisticated Options,
  • Hedging Strategies
  • All Government Bonds
  • All International Bonds
  • All Mutual Funds listed
  • Every ETF listed
  • Access to all Hedge Funds (Excluding Capacity Issues)
  • Access to all investments originating from other firms including proprietary
    • Morgan Stanley
    • Goldman Sachs
    • UBS
    • Merrill Lynch
  • Access to Real Estate Investments
  • Access to Oil & Gas Investments
  • Access to all Structured Notes
  • Access to open CLO Investments
  • Access to all Managed Futures Investments
  • Access to over 100 private equity
  • Litigation Funds
  • Short Biased Funds
  • Leveraged Mutual Funds
  • Structured Credit Loans
  • PPB Investments

Reach Out

If you’re ready to talk, please take a moment to call or send an email!

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About

We are not your typical investment firm. We provide expert financial advice to both individuals and businesses.

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Chapwood Investments

4965 Preston Park Boulevard, Suite 100
Plano, TX 75093
(972) 865-2225
Ed@ChapwoodInvestments.com

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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 constitutes an opinion on suitability of any security. The information and data on this site, in webcasts, and in videos 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 on this site, in webcasts, or in videos. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results. Copyright © 2023 · All rights reserved.
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