A complete list of active advisors currently associated with Chaim Investment Advisors LLC

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

Chaim Investment Advisors LLC provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and pension plans, and does not custody client funds. The firm’s service set includes written investment policy statements, model portfolios, and pension consulting for retirement plans such as 401(k)s, and it utilizes Investment Only Variable Annuities through Nationwide as a tax‑deferral tool when appropriate. CIA tailors portfolios to each client’s goals, time horizon, and documented risk tolerance, applying fundamental and cyclical analysis alongside modern portfolio theory and using both long‑term and short‑term trading (with limited use of options such as puts). The adviser typically recommends mutual funds—primarily U.S.-focused—for most clients, provides discretionary management with regular monitoring, and offers financial plans at no additional cost to portfolio management clients. A noteworthy aspect of the firm is its pension consulting practice, which includes identifying plan objectives and restrictions, recommending and monitoring money managers and service providers, and preparing a written pension consulting plan—services that fewer independent advisers offer. The firm operates on a fee‑only basis and employs commission‑free IOVA solutions in its holistic planning approach, managing roughly $19.3 million for about 114 clients.

To learn more about the advisors currently working at Chaim Investment Advisors 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.