Ed Butowsky, Kim Sams, and the Chapwood Capital Investment Management, LLC Team of financial professionals utilize state-of-the-art analytical tools and quantitative research strategies to diagnose investment portfolios.

Our portfolio evaluation 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. You will be provided your precise level of risk/volatility, key ratios for evaluating a portfolio, and the exact level of correlations between all assets within your portfolio. When you lower both your volatility and correlations within a portfolio the result is more efficient compounding, and therefore stronger, more consistent growth.