A complete list of active advisors currently associated with 3Chopt Investment Partners LLC

Warmer can help you find a great advisor at 3Chopt Investment Partners LLC or one who fits your needs even better.

3Chopt Investment Partners serves individuals, trusts, family offices, nonprofit and institutional clients and offers portfolio management, financial planning, outsourced CIO, and family office services. The firm provides both discretionary and non-discretionary management and normally requires a multi-million-dollar account minimum for new clients. The firm follows an asset-allocation framework that combines long-term strategic targets with shorter-term tactical adjustments and seeks diversification through low-correlating asset classes, with client objectives documented in a tailored Investment Policy Statement. An internal investment committee conducts manager due diligence, monitors approved strategies quarterly, and implements portfolios using a mix of individual securities, mutual funds/ETFs, third-party asset managers, and private placements. Compared with many team advisors, 3Chopt manages a relatively large amount of assets per advisor—approximately $889 million in total across four advisors—and reports most assets under discretionary management. The firm’s emphasis on outsourced CIO and family office services for high-net-worth and institutional clients, its participation in private investments alongside clients, and its role in negotiating securities lending arrangements for eligible clients are notable features that distinguish it from many peers.

To learn more about the advisors currently working at 3Chopt Investment Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.