A complete list of active advisors currently associated with CH Capital Management

Warmer can help you find a great advisor at CH Capital Management or one who fits your needs even better.

CH Capital Management provides discretionary investment management and financial planning to individuals, families, trusts, endowments, and select institutional clients, including charitable organizations and pension or profit‑sharing plans. The firm reports roughly $14 million in assets under management across a limited number of client accounts. At the outset of a relationship the firm gathers client information to develop a Financial Profile and an Investment Plan, then implements those plans using mutual funds, ETFs, individual bonds, and selected individual stocks. Client accounts are managed on a discretionary basis, with quarterly reviews and back‑office functions — including trade processing and some sub‑advisory services — delegated to an external service provider. What is distinctive about the firm is its inclusion of charitable organizations and pension/profit‑sharing plans in its client mix, relationships that are uncommon among independent advisers of similar scale. The firm’s operating model combines direct portfolio decision‑making with outsourced operational and reporting support, which informs how it delivers ongoing oversight and client communications.

To learn more about the advisors currently working at CH Capital Management, 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.