Our mission is to deliver institutional-quality portfolio management to high-net-worth individuals by utilizing the tools and statistics commonly used by the largest endowments and foundations in the country. We are focused on consistent performance, and downside protection that not only preserves, but also steadily increases purchasing power through the application of Modern Portfolio Theory. Chapwood prides itself on building portfolios with low correlations, low volatility, and low fees that maximize real returns.
We know that the highest likelihood of achieving your investment objectives starts with the optimal asset allocation frameworks. Academic studies have proven that the most influential factor in determining both the future risk and future returns in a portfolio is the portfolio’s architecture, rather than ongoing security selection and market timing. Our goal is to provide every client with a suitable, well diversified portfolio, as well as complete transparency and understanding.
