From investment advice to asset management, wealth management services consider your unique needs and situation to develop a comprehensive strategy to increase your wealth. We provide a diversity of investment strategies and customized wealth management solutions, on a fee-only basis.
Your financial situation is unique and the accounts that we manage often have strategic reasons for existence. Whether it be a safety net for economic uncertainty, a savings account for a future purchase, or simply an addition to your retirement savings, your goals, risk tolerance, and assets will be different. Our strategies are never “one size fits all” – by working closely with you and communicating changes throughout your life, we aim to efficiently manage your assets to meet your goals.
Managing your money means something different for everyone. Whether you want to put your personal money to work in a taxable account, are looking to invest as a foundation or endowment, or you’re looking for stability and security for your retirement plan, we’ve got you covered.
Equity investments are designed to generate long-term capital appreciation and dividend income. When evaluating these investments, the Chilton investment team seeks companies with inflecting earnings and revenue growth, strong balance sheets, free cash flow generation, sustainable competitive advantage, management quality, competitive forces, and market opportunity. We'll work with you to put together a diversified portfolio that aligns with your financial goals and risk tollerance.
Fixed Income strategies focus on preservation of capital and income generation for both taxable and tax-exempt investors. Fundamental credit research and analysis, along with yield curve placement forms the basis of our investment process as we seek to maximize risk adjusted returns while protecting capital. At Chilton Capital Management, our well-diversified strategies target consistent returns and low levels of volatility.
Chilton's recognized in-house REIT team boasts impressive performance for institutional investors. We believe that REITs are superior vehicles for investing in real estate due to their liquidity, transparency, and total return characteristics. You can learn more about our REIT strategy here.
Our Active Asset Allocation strategy aims to achieve growth through capital gains and income by investing in US and abroad Exchange Traded Funds (ETFs). Investing in these vehicles enables us to provide broader portfolio diversification with lower trading costs and fees.