Chatham Capital Group manages investment portfolios for high-net-worth individuals, families, trusts, retirement accounts, foundations, and corporate portfolios. Founded in 1996 and based in Savannah, Georgia, with an office in Hilton Head Island, South Carolina, Chatham Capital Group creates tailored investment strategies based on each client's risk tolerance, income requirements, and financial goals. The firm builds portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, with a strong emphasis on asset allocation as the primary driver of returns. Portfolio managers meet periodically with clients to review long-term planning and portfolio diversification.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable. Family-related portfolios may have their assets combined and prorated. Charitable accounts receive a 10% discount. Small cap institutional portfolios are charged a flat 0.75%.