Personalized portfolio management is our business…Welcome to Chesley, Taft & Associates!
Founded in 2001 by Faris Chesley and the late A. Richard Taft, Chesley, Taft & Associates (CT&A) is an independent employee-owned investment management firm in Chicago, dedicated to serving the individual investment needs of our clients. With over $1 billion in assets under management, we are ideally suited to service high net worth individuals and families, retirement plans, charitable foundations, and small institutions with assets over $1 million.
Together our firm’s portfolio managers have well over 200 years of investment experience. We have worked in brokerage firms, asset management firms and trust companies. We have been research analysts, fund managers, trust administrators and portfolio managers. This affords us a broad market perspective and a keen sensitivity to clients and their investment goals.
Personal service and a disciplined investment process are the driving forces behind what we do every day. We have a direct, personal relationship with our clients and establish investment plans and portfolios tailored to their unique circumstances.