Chapwood Forensics

Chapwood Forensics provides high-net-worth individuals a comprehensive and detailed forensic analysis of their investment portfolio. 
 
Our complimentary service reveals deficiencies in a portfolio and offers quantitatively-driven wealth management solutions to target higher returns with less risk.

In our personalized analysis of your portfolio, we will cover the following topics with you:

• Precisely how much risk you are taking in your investments, what is your probability of loss and how much money you would lose if there was a down-turn in the market.

• How much your financial advisor is charging you, including investment fees, management fees and commissions on bonds.  It might be more than what you were aware of.

• Why financial advisors are incented to pick certain investments over others.

• Demonstrate precisely where your hidden fees are hiding.

• In large endowment meetings, they talk about the proper relationship between ROR/STD and the Sharpe Ratio.  Do you know these key statistics for your portfolio?  If not, why has your financial advisor never reviewed the most important tenants of your portfolio with you?

• Why you should never own a mutual fund and why your financial advisor wants you in them.

• Why you should never own a bond fund, they are not as safe as owning bonds, they can lose value, and there is no due date.  When you own a bond fund, you do not actually own bonds.

• If your financial advisor is buying bonds, let us show you how he/she makes money without your knowledge.

• Why investment firms want you investing in separate money manager accounts.

• How much you pay for annuities and why your financial advisor wants you in them.

• How the most sophisticated investors manage their money and why it works and show you how to improve your portfolio.

• What the top 5 mistakes investors make and how to avoid them and to correct them.

• What percentage of your portfolio you should have in real estate/private equity and venture capital.

• What percentage of your money should you plan to live off-of when you retire?

• What is your inflation rate?  It is not what the government says it is and how it affects your purchasing power over time.

• We will give you 4 Questions to ask your current financial advisor to see if he/she truly knows and understands investing.