We’re a boutique financial services firm that customizes our service to align with your goals and values. Our financial advisors take the time to get to know you so we can provide individually tailored, values-based investment plans and comprehensive wealth management services.
At The Chamberlin Group, customized portfolio design and management is at the core of what we do. Many of our clients seek us out specifically for our investment management expertise. Others are interested in our comprehensive approach to develop a plan for their overall wealth management needs. In either case, we invest our time to understand your personal situation and financial goals, which results in a customized investment portfolio and wealth management solution tailored to you.
Many advisors talk about customization, but we walk the talk. A custom portfolio should be based on more than your age and risk tolerance. Instead, we also look at your goals, such as future income needs or the desire to leave a legacy to the next generation. We take a big picture look, considering all of your assets and available income sources – such as real estate, Social Security and pensions – as well as the expected impact of taxes, both today and in the future.
We do not offer proprietary funds nor do we use third party money managers. We only select best-in-class investments from the available universe of securities, so our compensation is the same regardless of which investments we recommend. All while removing as many hands out of the cookie jar as possible.
We do everything in our power to align our interests. Our compensation is primarily derived from an attachment to your performance. This fee structure is open and transparent. We do better when you do better.