Portfolio management expertise.  Customized solutions.

Chapel Street Advisors LLC

“The purpose of business is to create and keep a customer.”

 

Peter Drucker

About Us

Chapel Street Advisors LLC (“Chapel Street” or “the Firm”) is a financial advisory boutique that provides independent portfolio management expertise and value-added money management services to a select group of individual and corporate clients.

 

The Firm strives to provide its clients with superior wealth management opportunities that are consistent with a framework of straightforward, sound investment principles and long-term investment strategies.

 

Chapel Street’s Product Offering includes customized advisory services as well as a selection of both passive and active portfolio management services.  With respect to the Firm’s managed equity product offering, including the flagship Chapel Street Long Term Value Program, Chapel Street utilizes an Investment Style that combines a long-term-value-oriented investment philosophy with proprietary evaluative techniques.

 

Whether it’s helping an individual to develop and implement a suitable asset allocation strategy, managing all or a portion of a client’s investment portfolio or providing an individual or an institutional investor access to the Chapel Street Long Term Value Program, Chapel Street stands ready to assist clients in their quest to achieve their respective investment goals and objectives.

 

If you are an individual with assets of $250,000 or more to invest, a portfolio manager or a pension fund trustee and you would like to learn more about Chapel Street and how we might be able to serve you, please contact us at the address below….

Chapel Street Advisors LLC

P.O. Box 493

East Haddam, CT 06423

To contact us:

Phone: (860) 873-8115

E-mail: info@chapelstreetadvisors.com

© 2004 Chapel Street Advisors LLC