Overview

Small adviser looking to add AUM through either small acquisitions, merge opportunities or succession of advisers looking to retire/no longer service a portion of their current book of business. Would also consider joining a practice assuming the it's the right fit.

Chambers Capital, LLC (CCL) is an RIA with a focus on discretionary portfolio management services. CCL’s primary investment strategy is deployed over the majority of client accounts and is a quantitatively driven ‘all weather’ strategy that includes both equity and fixed income exposure. A portion of the CCL’s strategy risk capital is classified as discretionary macro and is dedicated to finding low risk, high reward opportunities with an asymmetric return profile.

Each client’s risk profile is taken into account when assessing whether CCL’s primary investment strategy has a risk/reward profile and time horizon that is suitable given said client’s current investment goals and expectations. Each client is informed of CCL’s primary portfolio strategy target risk/reward profile via direct conversation with CCL’s portfolio manager as well as through a written investment policy statement, which is given to and agreed upon by each client.

While CCL offers discretionary portfolio management to all of its clients via its primary investment strategy, individually tailored investment solutions are offered to qualifying high net worth and ultra high net worth individuals and businesses.

Market
Advisor/RIA
Last Activity
within 3 months

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