Cheviot prides itself on meeting the goals established with our clients and on providing attentive and personal service.
Your complete financial health is important. Included within our investment management services is ongoing consultation regarding retirement planning, estate planning, education funding, tax strategies, insurance coverage, cash flow analyses, philanthropy and legacy planning and numerous other areas of financial importance.
Using “safety first” as our guiding principle, Cheviot aims to maximize our clients’ investment growth while minimizing loss and volatility.
What you can expect:
During our introductory conversations and initial meeting we consult with the client to establish an investment policy appropriate to the client’s financial goals. Based on these goals, clients deposit their funds in one or more accounts in the client’s name at Charles Schwab & Co., Inc. We never take custody of our clients’ funds. Only the client can withdraw funds from the account. Cheviot’s sole power is to direct the investments pursuant to a limited power of attorney giving us discretionary authority to invest on behalf of the client. There are no lock-up periods. A client may withdraw funds at any time without advance notice.
We carefully select investment-quality marketable securities that are suitable to the client’s investment policy, including stocks, bonds, real estate securities, and money market instruments. (Read more about our investment philosophy and principles.)
Cheviot provides extensive reports as to the progress and status of each client’s account including annual gain and loss reports for tax purposes. Clients also receive immediate confirmation from Schwab of each transaction, plus monthly account statements.
We are large enough to have the resources and provide the services of far larger firms but small enough so that our clients can always interact with the principals of our firm.
We are an independent firm and are not affiliated with any other financial services companies.
Contact us to inquire if we may be a good fit for each other.