Chesapeake Wealth Management’s portfolio and asset management strategy is based on discipline and research, and is custom designed to each client's unique goals and needs. It is a proven approach that we have used successfully for decades in all types of market conditions.
First, we analyze your financial position and risk tolerance. We correlate this analysis with the expected risks and returns of potential investments. Then, using a sophisticated optimization process, we identify the asset allocation that most closely matches your investment goals and timeframe.
You can expect a thorough explanation of each part of your portfolio and how it fits into your overall strategy. Your wealth advisor, working closely with our in-house portfolio managers, will actively manage your assets in accordance with your stated goals and risk tolerance. You will receive clear, proactive communication on a regular basis, and a well-developed rationale for any recommended changes.
Chesapeake Wealth Management will actively manage your assets in accordance with your goals and risk tolerance.