Chapwood Capital Investment Management, LLC employs Modern Portfolio Theory management techniques, which are concerned with investment analysis, portfolio design, and portfolio performance evaluation. These methods express quantitatively our views regarding risk and its relationship to investment return. They focus attention on the overall composition of the portfolio rather than the traditional method of analyzing and evaluating the individual components. As your investment advisor, we are able to examine and design portfolios predicated on risk-reward parameters and on the identification and quantification of portfolio objectives.

Our investment strategy is quantitative and methodical in nature. We follow an academically proven investment strategy, “Modern Portfolio Theory”, which won a Nobel Prize in Economics in 1990. Modern Portfolio Theory states that risk can be reduced through diversification and evaluation of the historical inter-relationship of the various assets in a portfolio.

Our approach to money management ignores the narrow approach of attempting to beat the performance of individual markets and applies a much broader method of devising strategies. To provide the services that our clients require today, we utilize integrated investment systems, which include all of the computer models and ancillary services required to develop and manage your portfolio in a sophisticated asset allocation program.

• A disciplined approach with no opinion, emotions, or judgment.
• An ability to impartially measure potential risk and reward.
• The power to process a significant amount of information efficiently.
• A powerful complement to top-down asset allocation and fundamental research.