A complete list of active advisors currently associated with Chauche & Associates LLC
Warmer can help you find a great advisor at Chauche & Associates LLC or one who fits your needs even better.
Chauche & Associates, LLC is a fee-for-service investment adviser that manages portfolios for a small number of clients—about ten—with roughly $9.35 million in assets under management. The firm provides portfolio management and financial planning for individual clients but, per its brochure, does not accept non-high-net-worth individual accounts. The firm's investment approach is top-down and emphasizes diversified holdings, personalized asset allocation, and selection of mutual funds and other investment vehicles, generally favoring no-load and low-load funds while occasionally using load funds when justified. Clients are kept involved in decisions, accounts are typically reviewed every 12–18 months (more frequently as needed), and the firm states it does not take custody of client assets. Notable operational features described in the brochure include the principal’s combination of an MBA and professional credentials (CFA and CFP®), a small client roster, and policies against accepting soft-dollar benefits or engaging in directed brokerage. The firm also does not vote client proxies, indicates adherence to AIMR performance-presentation standards without third-party verification, and includes a French-language note suggesting availability to French-speaking clients.
To learn more about the advisors currently working at Chauche & Associates 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.
Name |
Location |
Years of experience |
|---|---|---|
Germantown, MD
| 18
|
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