About Cheviot
Cheviot Value Management is one of the oldest independent investment advisors in Los Angeles. Its founder, Frederic G. Marks, was an experienced business attorney with a bird’s eye view of the struggles his clients faced when investing their hard-earned savings. Repeatedly, he witnessed his clients incurring losses or being mistreated – sometimes without knowing it – by financial services professionals. Since its founding in 1985, Cheviot’s mission is to provide financial peace of mind through careful investing and thoughtful financial advice. Unlike what Fred witnessed elsewhere in the financial services industry for so many years, his goal for Cheviot was to put the interest of the client ahead of all else. Just be helpful.
We begin, in Fred’s words, by helping clients avoid “uninformed speculation under the guise of investment.” Based on the teachings of legendary investors Benjamin Graham, his most famous student Warren Buffett, and his business partner, Charles Munger, Cheviot seeks to own high quality investments for its clients (and members of the firm right alongside them). Our approach aims to produce a more stable growth trajectory, with less volatility than occurs in the stock market. This helps our investors sleep well at night and enjoy greater long-term success.
Cheviot’s Purpose:
We give our clients peace of mind through safety-first investing, long-term growth, and a steady stream of retirement income. Cheviot prides itself on meeting the long-term financial goals established with our clients and on providing attentive and personal service.
Four principles on which Cheviot was founded:
Integrity:
Put you, the client, first in everything we do.
Liquidity:
Invest in securities that can be bought or sold quickly and inexpensively.
Flexibility:
There are no lock-up periods; you may access YOUR funds at all times.
Affordability:
Invest for the long-term, minimizing all costs and taxes.
Why Cheviot?
We have decades of independent and unbiased experience, serving clients since 1985.
We invest for ourselves and our families the same way we invest for you: We “eat our own cooking.”
We do not sell any investment “products” nor are we affiliated with any other financial service companies that do. There are no hidden fees.
We have been recognized by the financial industry’s leading publications including, Barron’s, Bloomberg, The Wall Street Journal, The Financial Times, Money Magazine, Fox Business, the Business News Network and CNBC.
We maintain well respected credentials in the financial industry, including the Certified Financial Planner (CFP®) designation.
We treat our clients in the way we would desire if our roles were reversed.