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, no two clients' objectives are identical. As such, no two clients' portfolios are identical. We incorporate a customized, analytical, and bottoms up approach to generating your investment strategy.
Independent Objective Research
We are analysts at heart. Our investment research process was ingrained into us at the most sophisticated institutional money management firms in the industry. All of our research is done in-house. We do not pay for outside research or charge our clients for it.
Investment Policy Design
Experienced insight is vital when determining the path to obtaining your investment goals and objectives. At Chevelon, we are proficient in articulating what strategies and policies are suitable for your risk attributes.
Custom Indexing
We construct portfolios that are idiosyncratic and personalized to your distinct circumstances and preferences. We largely avoid the homogenized investment products that many investment advisors employ.
Active Investment Management
Chevelon subscribes to the guiding principle that should an investment thesis change, we reevaluate. Economic forces, an individual company’s fundamentals, and geo-political risks are fluid. Thus, Chevelon capitalizes on market liquidity in an efficient manner that also allows for tax loss harvesting.
Cost Consciousness
As a fiduciary, the fees we charge you are both highly transparent and consistently top-of-mind. We strive to meet your respective investment return objectives on a net-of-fees basis, while keeping tax efficiency a center focus.
Risk Management
Oftentimes, knowing what companies and securities to avoid is more important than knowing what to invest in. We place great importance in such knowledge, which we have gleaned over numerous years of experience as institutional risk managers and capital allocators.
