Cheviot Value Management has been serving investment clients throughout the United States since 1985. We manage personalized investment portfolios for individuals, retirement plans, and charitable foundations according to the time-tested principles of value investing.
Included within our investment management services is ongoing consultation regarding retirement planning, estate planning, education funding, tax strategies, insurance coverage and numerous other areas of financial importance.
Our firm’s investment objectives are to protect and increase our clients’ wealth. To that end we observe scrupulously Warren Buffett’s first two rules of investing:
Rule Number One : Don’t lose money.
Rule Number Two : Don’t forget rule number one.
Using “safety first” as our guiding principle, Cheviot Value Management aims to maximize our clients’ investment growth while minimizing loss and volatility.
We are proud of both our ability to create financial solutions that meet the unique objectives of our clients and our steadfast commitment to operating with integrity. Cheviot Value Management is a completely independent financial advisory firm.