Chatham Investment Advisors provides advice to banks and financial institutions on how to manage their fixed income securities, including Treasuries, agencies, municipal bonds, and corporate bonds. The firm makes recommendations on what specific fixed income securities the financial institution might purchase to replace maturing securities or to improve the performance of their existing portfolio, while adhering to regulatory capital requirements. Services are tailored to each client's investment objectives and risk tolerance.
Assets Under Management$380M
Clients2
AdvisorsN/A
Avg. per Client$190M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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