Chilton Investment Services, LLC

Chilton Investment Services, LLC provides discretionary investment management to individual and institutional clients through private investment funds, separately managed accounts and sub-advisory relationships, and participates in wrap/UMA programs. The firm also delivers tailored asset-allocation advice, family office and tax advisory support and certain front-, middle- and back-office services under a services agreement with an affiliated trust company.

CIS’s investment process combines original quantitative screening with qualitative fundamental research for equities and a mix of fundamental, technical and relative-value analysis for fixed income, and it manages portfolios with a long-term orientation while permitting short-term trading and derivatives where appropriate. The firm evaluates and allocates to externally managed pooled vehicles, conducts investment and (selective) operational due diligence on external managers, and implements customized strategy guidelines for managed accounts and UMA models.

Notable from the brochure are CIS’s multiple roles as adviser and general partner to private CIS Funds, sponsor of access funds that invest in single underlying private funds, and a material sub-advisor in wrap/UMA programs, which together create significant pooled-vehicle and private-fund activity. The firm’s organizational link to a special-purpose, trust-only national association (to which it delegates and receives delegated services), its described procedures for operational due diligence on recommended external managers, and its stated use of commission credits to obtain research distinguish it from many multi-advisor peers.