Chevelon Capital Management
Institutional Experience Meets Personalized Service
Rooted in experience. Driven by integrity. Chevelon Capital Management ("Chevelon" "CCM") devotes itself to offering intelligent investment strategies that stay true to your goals and put your best interests first.
CCM's investment process and expertise were cultivated from years of Wall Street experience. And now, this experience is being harnessed to provide you individualized investment advisory services on a one-to-one basis.
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Thoughtful Portfolio Construction
Chevelon affords considerable care and attention to portfolio composition. When considering each individual security, CCM employs both a top-down and bottoms up analytical approach, attempting to surround all aspects of an investment thesis.
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Independent Objective Research
CCM does not earn commissions from placing clients in any investment securities. Chevelon researches ideas on an independent basis, often times from a contrarian standpoint in an attempt to find value where others may not be looking.
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Investment Policy Design
Experienced insight is vital when determining the path to obtaining your investment goals and objectives. Chevelon is skilled in understanding what strategies and policies may be suitable for your risk attributes.
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Active Investment Management
Chevelon subscribes to the guiding principle that should an investment thesis change, one should reevaluate. Macroeconomic forces, an individual company's fundamentals, and geo-political risks can be fluid. Thus, Chevelon can utilize public market liquidity in an efficient manner that can allow for tax loss harvesting.
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Cost Consciousness
As a fiduciary, the fees that CCM charges its clients are both competitive and consistently top-of-mind. Chevelon yearns 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.
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Risk Management
Oftentimes, knowing what companies and securities to avoid can be more important than knowing what to invest in. Chevelon places great importance in such knowledge, which CCM has studied over numerous years of experience researching investment ideas and managing risk.