Plan Services

Chesme Capital Management has been espousing the virtues of fiduciary responsibility and full disclosure for 20 years — long before lawsuits, legislation, and scandal proved the need.

Fiduciary Standard

As an independent Registered Investment Adviser (RIA), Chesme Capital Management and its advisors are bound by a fiduciary standard of care.  As an ERISA fiduciary to its clients, Chesme is committed to always serving its clients’ sole best interests first. We maintain the highest levels of objectivity and diligence in the counsel we provide to our clients.

Investment Expertise

Chesme is a leading provider of fiduciary services to retirement plans and offers low-cost, institutional-quality, evidence-based investment management services to both institutional and individual investors. We base our recommendations on strategies that have been statistically validated through academic research and peer-review.  

To help you make the most of your retirement plan, we provide comprehensive consulting, service and support centered around protection, engagement and holistic plan wellness including:

  • Fiduciary Services

    ERISA 3(21) Fiduciary Advisor

    ERISA 3(38) Investment Menu

    ERISA 3(38) for Risk-Based Model Portfolios

    Fiduciary Training for Stewards (Committee)

  • Participant Services

    Act as fiduciary to participants under 408(g)

    Provide “one on one” participant meetings

    Videos and Webinars

    Participant Education

  • Vendor Management

    Provider Searches

    Fee Benchmarking

    Plan Merger and Termination Guidance

    Issue Resolution

  • Plan Design

    Fund Menu Design

    Investment Policy Development

    Plan Design Consulting

  • Financial Wellness

    External Provider Search

    Advisor Delivered

    Strategy Development

  • Other

    Compliance Oversight

    Provider Conversions

    M&A Services

Fee Only

Chesme Capital Management is a “Fee-Only” RIA. Our only source of compensation is received directly from our clients. We do not accept commissions, soft-dollar arrangements, or third-party compensation that might affect the objectivity of our recommendations and advice. This eliminates the many conflicts-of-interests that are common to the financial services industry and ensures that we always represent our clients’ best interests.