Tenets

Chapel Street is built on the portfolio management tenets of: (i) proper asset allocation; (ii) low-cost investing; (iii) simplicity and transparency; and (iv) critical analysis.

The Firm strives to provide its clients with superior wealth management opportunities that are consistent with a framework of straightforward, sound investment principles and long-term investment strategies.

Investment Philosophy

Wealth Management Services -- Chapel Street believes great investment portfolios are ones that are properly allocated among cash, bonds and stocks based on the needs of each individual client and that such portfolios should contain healthy doses of low-cost, simple and transparent investments. These beliefs form the guiding core of the customized wealth management services that the Firm offers to clients.

Managed Account Programs -- Chapel Street's proprietary managed account programs are based on a managed equity investment philosophy that is long-term-value-oriented:

  • Invest for the long term in companies having favorable prospects for earnings and cash flow growth not believed to be fully reflected in their share prices; and
  • Base investment decisions and recommendations on sound fundamental analyses centered around a Shareholder Value Approach to industry, company and security selection -- where Free Cash Flow analysis serves as the cornerstone of security valuation.

Vision Statement

To serve as a leading independent money management firm as measured by sustained client satisfaction/retention and increasing Assets Under Advice...

...by striving to provide clients with superior wealth management opportunities that are consistent with a framework of straightforward, sound investment principles and long-term investment strategies...

...centered upon the portfolio management tenets upon which Chapel Street was founded: (i) proper asset allocation; (ii) low-cost investing; (iii) simplicity and transparency; and (iv) critical analysis....

...in order to: assist clients in meeting their respective wealth management needs; provide employees with fulfilling and dynamic career opportunities; and make positive impacts in the communities where Chapel Street does business...

...all in ethical, service-oriented and values-based ways rooted in trust, discipline, stewardship, responsibility and caring for which Chapel Street and its stakeholders can justifiably, yet humbly, find true senses of satisfaction and meaning.