Portfolio management expertise.  Customized solutions.

Chapel Street Advisors LLC

To contact us:

Phone: (860) 873-8115

E-mail: info@chapelstreetadvisors.com

Product Offering

Chapel Street’s client-centric approach means that your individual goals and objectives guide the investment process at all times.

 

First, we can asses your tolerance for risk.  Then after developing a personal investment strategy tailored to meet your needs, we can diversify your portfolio appropriately and deploy your hard-earned capital wisely, utilizing our unique perspective on markets and investing — all focused on the ongoing management, not the avoidance, of risk.

 

Chapel Street can provide you with customized investment advice and active portfolio management services, including:

 

► Asset Allocation Strategies

► Mutual Fund Selection

► Managed Account Programs

 

Please note: At this time, Chapel Street’s product offering of portfolio advisory and money management services may be available only to clients who have entered into advisory agreements with the Firm under the Chapel Street Long Term Value Program, the firm’s flagship managed account program.

“There are two times in a man’s life when he should not speculate: when he can’t afford it and when he can.”

 

Mark Twain

Wealth Management Services