Chesapeake Asset Management LLC

Chesapeake Asset Management is a wealth management firm offering two primary services: the Private Wealth Division and the Alternatives Advisory Group. The Private Wealth Division provides individuals and families with holistic financial planning, discretionary portfolio management focusing on public markets, tax mitigation strategies, and trust and estate planning support. The Alternatives Advisory Group serves high-net-worth clients, family offices, and institutions with non-discretionary advisory support for alternative investments such as private equity, private credit, venture capital, and real estate. Chesapeake constructs customized portfolios, model portfolios, and thematic equity baskets, using fundamental analysis to identify undervalued securities. While the firm generally prefers accounts of $2,000,000 or more, it has exceptions and works to tailor its approach to each client's specific financial goals, time horizon, and risk tolerance.