At Chesley, Taft & Associates, we recognize that your investment needs and goals are unique. You need trusted financial advice that’s agile enough to guide you through life’s many changes but also grounded in decades of proven experience. Since 2001, we’ve focused on building long-term client relationships, working with select individual investors, families, and their related interests, including trusts, charitable foundations, retirement plans, and business accounts. No matter your investing goals, we have a breadth of knowledge and resources to help you achieve them with confidence.
employee owned
years of total investment experience by portfolio managers
assets under management
as of 12/31/2023
We pride ourselves on the deep personal relationships that our portfolio managers build with their clients. Your portfolio manager partners with you on each step of the journey. This enables them to design a dynamic, customized investment strategy for you based on your personal goals and needs and adapt the strategy when your circumstances or financial conditions change.
No matter how you came to be in control of your wealth, we will work with you to manage, grow, and preserve it. Our consultative approach begins with a deep experience in asset management and is rooted in an understanding of the importance of generational wealth, all with the goal of providing you peace of mind.
Averaging more than 35 years of experience, our portfolio managers combine their broad knowledge of market cycles and investment trends with diverse points of view and expertise. Likewise, our client support team leverages their extensive industry understanding to meet clients’ needs. The result is a personalized and unique approach where our best ideas rise to the top.
Read our analysis of the evolving investment landscape and find the latest news on our firm.
Please note that past performance is not indicative of future results. This recognition should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Chesley, Taft & Associates is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Chesley, Taft & Associates by any of its clients. Financial Advisor Magazine (“FA”) is not affiliated with Chesley, Taft & Associates. Chesley, Taft & Associates has not made any payment for or in anticipation of this recognition; however, has paid for the right to display this recognition. The recognition is not based on evaluations of Chesley, Taft & Associates by any of its clients. FA's RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. Firms must have at least $500 million in assets under management as of December 31, 2022 to be included in the print edition of Financial Advisor Magazine's 2023 RIA survey. We encourage you to contact Financial Advisor Magazine if you would like additional information regarding their process or methodology.
