Thursday, October 18, 2012


I am the Chairman of Chippewa Partners which is a private investment management firm.

We are money managers.  We manage investments across the globe for some very wealthy people, and, for some individuals who are much less fortunate.  Now, let me tell you what we are really about.  We’re about doing the right thing, the right way, for the right reasons for clients who don’t have the time, training, temperament or discipline to establish and reach specific goals for the growth and preservation of their assets.

We plan for the attainment of your goals, and we devise a strategy that is appropriate to reach them. We set the investment policy in writing, then we execute the strategy.  In broad outline, our strategy is to create a professionally managed account that could encompass two major themes.

The first point is very simple.  I believe in a strategy based upon a combination of passive and active investments.  Study after study reflects what we all know:  for the long-term investor, index funds outperform actively managed mutual funds more than 90% of the time.

My second point is that we spread the different risks and balance the volatility.

We have a lot of strengths to offer and are very good at helping clients define their goals, create rational strategies to meet those goals, and select solid investments to handle each portfolio segment.  Let me be clear, we want to get you where you want to go, but we’d rather you not get there via a roller coaster.

I want to make a commitment that if you decide to hire Chippewa Partners, throughout all the years we work together, you will never find another investment advisory firm who will care more about you and your family, or who’ll be more committed to the realization of your financial goals. I promise to invest your capital as carefully as I do my own, because your hopes for the future are every bit as sacred to you, as mine are to me.

I commit to tell you the plain, unvarnished truth all the time, especially, when you may not want to hear it.  Nor will I tell you I’ll do something and then not do it.

In interviewing prospective investment managers you may run across stockbrokers who say they are cheaper than Chippewa Partners, a Registered Investment Advisor and fiduciary, because frankly, we are not cheap. But know one thing.  You’ll never in your life find an advisory firm you can trust more than you can trust us . We insist our clients plan, and stick to their goals;   their goals, not ours. 

Clients understand that the serious money we manage for them is serious business. It deserves serious attention.  Clients recognize that what distinguishes us is that our assignment to manage their investments is not just about portfolio growth but about their goals, retirements, hopes, dreams and to improve the quality of their lives.

We invite you to meet with us. 


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