Why Chesme

Fiduciary Standard

As an independent Registered Investment Adviser (RIA), Chesme Capital Management and its advisors are bound by the fiduciary standard of care. As a fiduciary for its clients, Chesme is morally, legally, and ethically committed to always putting its clients’ interests first. We maintain the highest levels of objectivity and diligence in everything we do.

Fee-Only

Chesme Capital Management is a “Fee-Only” RIA. As a Fee-Only RIA, our only source of compensation is the payment that we receive (directly) from our clients. We do not accept commissions, soft-dollar arrangements, or third-party compensation that could affect the objectivity of our recommendations.

Being Fee-Only helps us eliminate the many conflicts of interests that are common to the financial services industry and ensures that we always represent our clients’ best interests when providing advice.

Investment Expertise

Chesme is a leading provider of fiduciary services to Retirement Plans, and is leading the way in bringing low-cost, institutional-quality, evidence-based investment management services to individual investors. We base our recommendations on strategies that have been thoroughly researched, peer-reviewed, and objectively verified.

We are also experts in Investment Planning – a critical component of the investment management process that is neglected by most financial advisors. Investment Planning allows us to link your investment strategy to your most important goals, to minimize or eliminate many unnecessary risks, and to proactively monitor your progress toward meeting your goals.