Welcome to Chapwood Investments, We Are Not Your Typical Investment Firm
17th August 2019


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Ed Butowsky featured
in ESPN's movie "Broke"

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Ed Butowsky - top financial advisor in Dallas and Plano

Ed Butowsky is an
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management industry

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Experienced Financial Advisor Team with Real Investment Management Solutions


The world of personal investing is flooded with a bewildering mix of half-truths and, in many cases, conflicts of interest. Even worse, the vast majority of people are ill-equipped to navigate the muddy waters of investing, so they turn to a financial advisor who has little investment management training on structuring financial portfolios to minimize risks and maximize returns. As a result of this, we formed Chapwood Investments with the initial purpose of helping people interpret what they have in their current portfolios, how to statistically evaluate the benefit of it and, if needed, how to fix any inefficiencies and waste that are present.

We believe the waste most people have in their portfolios creates unnecessary volatility and in most cases reduces returns. The investment calculators on this site were created so you can determine the waste in your current portfolio. Then, you will be able to understand what you should expect from your current financial advisor.

Chapwood Investments has created an Investment Forensics Toolbox containing numerous Portfolio Analytical Calculators that are designed to help you evaluate the strengths and weaknesses of your current financial portfolio. The Toolbox is designed specifically to help you gain clarity on what you currently possess, and what type of downside risk is embedded in your current allocations.

The cornerstone of the Investment Forensic Toolbox is focusing on the 8 most important financial analytics in evaluating a portfolio.

Oftentimes, investors want to know if their current financial advisor understands what is important in portfolio management and if they are knowledgeable enough to manage their portfolios. We have listed four key questions to ask your current financial advisor along with the correct responses. We encourage you to go to this section and give your current financial advisor a little quiz to determine if they have the correct understanding of portfolio management and how to measure risk. Many wealth management advisors claim to care about you, but do they actually know what they are really doing? If they answer the questions correctly, then you are in good hands. If they do not answer them correctly, then it might be time to find a new financial advisor.

Lastly, because most clients are not aware of what they should expect from the relationship with their advisors, we have included a list that outlines the basics of a client-advisor relationship.

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