Services: Individual & Institutional
We offer investment advisory and management services through portfolio construction, consulting and monitoring. We specialize in asset allocation development and sector diversification utilizing the securities of the S&P 500. We provide individualized investment strategies for private investors and small- to mid-sized nonprofit foundations and associations.
Our advisory services include:
- Assessing investment objectives and risk tolerance for each client.
- Development of a sound investment policy statement
- Portfolio construction & management
- Asset & Sector Allocation Development
- Cash Management Advisory Services
- Mutual fund consultation (individuals)
- Board consultation & communication (institutional)
When it’s time to plan for your future, you can trust the professionals at Chesapeake Investment Management. Whether your goal is preserving or growing wealth in the short term, or preparing for retirement, we can assist.
Contact us today, and let’s put our team to work for you.