Chapwood Investments, LLC
www.chapwoodinvestments.comThe mission of Chapwood Investments, LLC 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. Ed Butowsky and Kim Sams 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. 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. Their goal is to provide every client with a suitable, well diversified portfolio, as well as complete transparency and understanding. Chapwood Investments is an SEC Registered Investment Advisory Firm.
Read moreThe mission of Chapwood Investments, LLC 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. Ed Butowsky and Kim Sams 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. 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. Their goal is to provide every client with a suitable, well diversified portfolio, as well as complete transparency and understanding. Chapwood Investments is an SEC Registered Investment Advisory Firm.
Read moreCountry
State
Texas
City (Headquarters)
Plano
Industry
Employees
1-10
Founded
2005
Estimated Revenue
$1 to $1,000,000
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Managing Partner
Email ****** @****.comPhone (***) ****-****Wealth Manager
Email ****** @****.comPhone (***) ****-****Business Operations Intern
Email ****** @****.comPhone (***) ****-****Analyst
Email ****** @****.comPhone (***) ****-****
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