A complete list of active advisors currently associated with Chan, Arden

Warmer can help you find a great advisor at Chan, Arden or one who fits your needs even better.

The firm provides investment advisory services to an unusually broad set of institutional clients, including banking and thrift institutions, sovereign wealth funds, state and municipal governments, insurance companies, other investment advisers, charitable organizations, corporations, and pension or profit-sharing plans. The firm does not provide portfolio management for individual retail clients. The firm's sole member serves as the chief compliance officer and is responsible for supervising the delivery of advisory services; the brochure discloses that the firm does not receive economic benefits from third parties in exchange for providing advice. The adviser’s background includes a medical degree and ongoing U.S. Navy service, which the brochure lists as a regular professional activity. Compared with many independent peers, the firm’s client mix is notable for its emphasis on institutional and governmental accounts and for reporting fee arrangements that do not rely on a percentage-of-assets-under-management model. The brochure discloses no disciplinary history or additional compensation arrangements, and the combination of a clinical and active military background is an atypical adviser profile in this peer group.

To learn more about the advisors currently working at Chan, Arden, 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.