Portfolio Management Services

 

Dedicated financial advisors at Chrome Asset Management work one-on-one with clients to build and manage their investment portfolios. Once we have adequately determined risk tolerance and investment objectives, we construct customized portfolios for each client.

 

We offer traditional investment portfolios consisting of equities and fixed income products.  We also offer accounts consisting entirely of fixed income products on a separate, lower-cost fee structure.

 

Our investment strategy focuses on long term results. We avoid excessive trading, market timing, risky derivatives, and other alternative investments. Our core strategy involves proper diversification across multiple asset classes in low cost securities which maximize efficiency.

Benefits of Fee-Only Advisors

 

As a fee-only investment advisor, we charge clients a percentage of assets under management for investment services. We do not receive any additional compensation or commission from selling particular investment products. This fee-only compensation model ensures that our interests are aligned with yours.

 

We focus on transparency by providing independent reporting from our custodians.  Clients have access to their accounts 24 hours per day via phone and online services.  We give clients complete access to all account performance, history, and management fees.  We do not withhold any data from clients.

 

Given recent events in the financial services industry, we understand clients need peace of mind knowing their assets are safe.