Chesme’s Portfolio Management Services are designed to incorporate your ability, your willingness and – most importantly – your need to take risk, based on the goals that you value the most.
Our portfolios are comprised of low-cost index funds, such as those offered by Vanguard and iShares, as well as the institutional-quality offerings of Dimensional Fund Advisors (DFA).
Our Portfolio Management Services provide:
- Customized risk- and goals-based solutions
- Global diversification
- Multi-factor design
- Ongoing monitoring and rebalancing
- Portfolio data management
- Tax lot accounting
- Comprehensive reporting