Unbiased, Independent Thinking
We are the owners and operators of our firm. We are not affiliated with any mutual funds, brokerage firms, banks or insurance agencies. We have no proprietary products to sell. Everything we invest in or recommend is simply driven by the needs and goals of our clients.
We never lose sight of the fact that our work affects the lives of our clients and the people they care about. We have a direct, personal relationship with all our clients and establish investment plans personally tailored to their needs and goals, hopes and dreams. Our portfolio managers share a genuine passion for managing investments and have earned the trust of clients through longstanding relationships.
The relationship between Chesley, Taft & Associates, LLC and our clients is the most important asset of our firm. We strive to maintain trust and confidence in our firm, an essential aspect of which is our commitment to protect personal information to the best of our ability.
We answer our own phones and are easily reached. With a convenient Chicago loop location, our doors are always open to meet with clients and their other trusted advisors to discuss their plans and portfolios. We will be pleased to arrange a meeting so that we can answer any questions you may have about our firm or services. You will learn that we invest with confidence and strive to provide our clients with the comfort of knowing that their investments are well managed.