Chevelon Capital Management
Institutional Experience Meets Personalized Service
Rooted in experience. Driven by integrity. At Chevelon Capital Management, we devote ourselves to offering intelligent investment strategies that stay true to your goals and put your best interests first.
Our investment process and expertise were cultivated at some of the most sophisticated and competitive institutional investment funds on Wall Street. And now, this level of sophistication and comprehension is being offered to Main Street individuals on a one-to-one basis. It is akin to having an institutional grade money manager now serve as your personal investment advisor.
At Chevelon, we afford considerable care and attention to portfolio composition. When considering each individual security, we employ both a top-down and bottoms up analytical approach, attempting to surround all aspects of an investment thesis.
Independent Objective Research
We are analysts at heart. Our investment research process was honed and developed at some of the most sophisticated, institutional money management firms in the industry. We often research ideas from a contrarian standpoint and attempt to find value where others may not be looking.
Investment Policy Design
Experienced insight is vital when determining the path to obtaining your investment goals and objectives. At Chevelon, we are proficient in understanding what strategies and policies may be suitable for your risk attributes.
Active Investment Management
Chevelon subscribes to the guiding principle that should an investment thesis change, we reevaluate. Macroeconomic forces, an individual company's fundamentals, and geo-political risks can be fluid. Thus, Chevelon can capitalize on public market liquidity in an efficient manner that can allow for tax loss harvesting.
Cost Consciousness
As a fiduciary, the fees we charge our clients are both competitive and consistently top-of-mind. We yearn to meet your respective return objectives on a net-of-fees basis, while operating within the confines of your investment policy statement and keeping tax efficiency a center focus.
Risk Management
Oftentimes, knowing what companies and securities to avoid can be more important than knowing what to invest in. We place great importance in such knowledge, which we have gleaned over numerous years of experience researching investment ideas and managing risk at the institutional level.
