Cheviot prides itself on providing attentive and personal service and meeting the goals established with you.
Your complete financial health is important. We are here to help remove the stress from your financial life.
Included within our investment management services is ongoing consultation regarding retirement planning, estate planning, education funding, tax strategies, insurance coverage, cash flow analyses, philanthropy and legacy planning and numerous other areas of financial importance.
Using “safety first” as our guiding principle, Cheviot aims to maximize your wealth while minimizing portfolio volatility.
What you can expect:
During our introductory conversations and initial meeting we consult with you to establish an investment policy appropriate to your financial goals. Based on these goals, you deposit your funds into one or more accounts in your name at Charles Schwab & Co., Inc. We never take custody of your funds. Only you can withdraw funds from the account. Cheviot’s sole power is to direct the investments pursuant to a limited power of attorney giving us discretionary authority to invest on your behalf. There are no lock-up periods. You may withdraw funds at any time without advance notice.
We carefully select investment-quality marketable securities that are suitable to your investment policy, including stocks, bonds, real estate securities, and money market instruments. (Read more about our investment philosophy and principles.)
We are large enough to have the resources and provide the services of far larger firms but small enough so that you can always interact with the principals of our firm.
Cheviot is an independent firm and is not affiliated with any other financial services companies.
Contact us to inquire if we may be a good fit for each other.