Chandler Asset Management, Inc. is an employee-owned, registered investment advisor based in San Diego, California. Since 1988, Chandler Asset Management has primarily served public sector clients, hospitals, foundations, endowments, and corporations, as well as local government investment pools. The firm specializes in fixed income portfolio management, utilizing corporate debt, municipal bonds, U.S. government Treasuries, and mortgage-backed securities, alongside a multi-asset class strategy involving mutual funds and exchange-traded funds. Additionally, Chandler Asset Management offers consulting services, consolidated portfolio reporting, and environmental, social, and governance reporting. Most accounts are managed on a discretionary basis, tailored to each client's specific investment goals, risk tolerance, and liquidity needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Rates vary by strategy: Fixed income management is 0.15% annually (with a $20M minimum), and multi-asset class management is 0.25% annually (with a $1M minimum). Fees are negotiable on a case-by-case basis.