The Chevelon Way

Constructing portfolios that place great importance on the value of original thought.

CCM explores individual securities where it believes there could be "multiple ways to win" over the long term. CCM actively seeks this optionality and believes that constructing a diversified portfolio of positions can assist in better serving clients and potentially compound their wealth over multiple years. While CCM's investment selection process and stock selection framework inform its decisions, it is your individual goals, investment objectives, and risk profiles that take priority. CCM aspires to marry an active investment management approach with valuation and fundamental analysis to better address a variety of portfolio management topics.

Chevelon Process

1

Introductory

At the onset, CCM explores what is important to you: your financial goals and objectives, your monetary desires, and the primary purpose for your wealth. CCM listens, learns, and responds to your queries.
2

Discovery & Alignment

CCM helps bridge the divide between your appetite for risk, time horizon, and portfolio return expectations. CCM overlays this with your current financial circumstances, defines and presents an investment objective to you that we both agree on, and begins to chart the path forward.
3

Investment Selection

Here, CCM puts its experience to work and aligns your risk parameters and investment objectives with investment securities that CCM believes will potentially accomplish your goals and aspirations in a portfolio setting.
4

Portfolio Construction

Stock specific and individual security specific risk (also known as idiosyncratic or unsystematic risk) is employed on a sliding scale in terms of weighting, depending on one's appetite for risk and their individual investment policy statement responses.
5

Assess...Measure...Calibrate

Once your investment dollars are compiled into what CCM believes to be an appropriate portfolio, CCM regularly monitors and assesses investment outcomes and portfolio dynamics in an effort to evaluate if investment objectives are being adhered to.

Thoughtful Portfolio Construction

Chevelon takes great care in portfolio construction.

Independent Objective Research

No investment security conflicts of interest.

Individual Policy Design

CCM works with each client to comprehensively explore suitable investment objectives.

Active Investment Management

If an investment thesis should change, reevaluate.

Cost Consciousness

CCM ventures to construct each portfolio in a cost-efficient way.

Risk Management

Knowing what companies and investments to avoid can be equally important.