Investment Management
Grow and preserve what you’ve earned. We provide a customized and individually managed investment strategy based on proprietary, independent investment research and driven by the results of your financial plan.
Maryland Municipal Bonds
The Hidden Gem in Your Investment Strategy
One Advisor Twice the Advice ™
We will implement a customized and individually managed investment strategy based on our proprietary and independent investment research. We invest for the long term by establishing asset allocations and adjusting those allocations upon the changing circumstances and objectives of our clients, not on the vagaries of short-term market fluctuations.
We will create a comprehensive dashboard for you so that you will have one source for all your investment accounts. With the ability to aggregate account data from more than 10,000 financial institutions, we provide a complete picture for clients. This wide coverage of accounts includes investment, retirement, banking, insurance, 529s, 401(k), 403(b), annuities, REITs, and TSP, as well as the mortgage, loans, bills, and other liabilities.
We use an independent custodian to hold your assets and you will receive monthly reports directly from the custodian and transaction statements every time we make a trade decision in your account.
How We Help
Systematic savings is a disciplined approach to building wealth over time by consistently setting aside a fixed amount of money at regular intervals, regardless of your current financial situation. This strategy makes it easier to reach your financial goals by automatically allocating a portion of your income before you have a chance to spend it. Earn - Save - Spend in that order.
Rebalancing your investments may be on the back burner of your life. We ensure systematic and intentional rebalancing of your investments so they are consistent with your Financial Plan.
Behavioral investment mistakes cost real money. When it comes to delivering value, we help you avoid behavioral mistakes by being the Financial Leader in your life you turn to in times of turmoil. This may be the most significant contributor to the total value we add as an advisor.
We engage in a broader and deeper level of engagement, considering all factors across your lifetime. We're always listening for cues to your needs, wants and worries, developing a deeper, more connected relationship with our clients.
Nobody wants to pay more taxes than they are legally required to pay. We differentiate ourselves from our contemporaries in that we incorporate tax strategies into all our Investment Plans. Get Your Free Guide Here.
We provide management of your employer retirement plan ensuring a comprehensive, personalized asset allocation that includes research, rebalancing, monitoring and reporting on your client dashboard. Your 401k investments should be consistent with your Financial Plan.
Our Process
Completion time: 2-3 weeks
Investors expect to receive advice that is tailored to their personal financial goals, but other advisors may lack the full understanding they need to provide a fully holistic view of clients’ assets and liabilities. We strive to facilitate relationships that lead to more informed financial guidance than other advisors.
Initial Meeting
Meet with a handpicked Advisor just for you and get to the heart of all your financial goals, aspirations, and vision of retirement.
Data Gathering
We gather comprehensive information about your income, expenses, assets, liabilities, and goals. This detailed snapshot helps us understand your current financial situation and lays the groundwork for a customized investment strategy.
Build Your Plan
We work together to build a dynamic investment plan customized to your financial goals.
Draft Investment Policy Statement
We outline your investment goals and objectives, focusing on risk, return, and the time horizon you require.
Final Meeting
Your plan is built and stress-tested to ensure success throughout all market conditions.
Implement Financial Plan
Once you approve your tailored investment strategy, we take proactive steps to put your plan into action.
Meet Regularly
We update your plan periodically to ensure that it remains aligned with your present and future investment goals and schedule regular meetings and check-ins so you always know where you stand.
"I feel that my finances are in safe hands with Chesapeake Financial Advisors. They are always patient and willing to explain things in a way that I can make sense of."
- Pat L.
The testimonial above was not compensated and is the opinions of specific clients. The opinions stated may not be representative of all client opinions or experiences.