Portfolio Management

Chesme’s Portfolio Management Services are designed to incorporate your ability, your willingness and – most importantly – your need to take risk, based on the goals that you value the most.

Our portfolios are comprised of low-cost index funds, such as those offered by Vanguard and iShares, as well as the institutional-quality offerings of Dimensional Fund Advisors (DFA).

Our Portfolio Management Services provide:

  • Customized risk- and goals-based solutions
  • Global diversification
  • Multi-factor design
  • Tax-efficiency
  • Low-cost
  • Ongoing monitoring and rebalancing
  • Portfolio data management
  • Tax lot accounting
  • Comprehensive reporting