Chesley, Taft & Associates was founded in 2001 by Faris Chesley and Richard Taft in order to offer customized investment management and superior customer service. The relationships and trust we have built with our clients are the foundation of our success. We understand that every decision we make affects our clients and the people they care about and we never lose sight of it.
Informed, Independent Thinking
Our firm has always attracted individuals who are passionate about their work and committed to doing the greatest good for the clients they serve. We encourage discussions with multiple points of view, which allows our best ideas for your investments to rise to the top. And since we are not affiliated with any mutual funds, brokerage firms, banks, or insurance agencies and have no proprietary products to sell, you can be assured our recommendations are driven by what we feel is best for your needs.
In order to offer exceptional investment management and financial planning services, we must also ensure the highest level of integrity. Upholding our fiduciary duty as your portfolio manager means putting your interests first, always.
Your Trusted Guide
Since we know how important it is to work with someone you trust, it is at the center of all we do. We also appreciate that each of our clients has a different way of working with us, so we aim to be as flexible and responsive as we can. In addition, our team will actively consult with any other financial professionals you have already brought onboard to provide a more holistic experience. Working together, we can help you plan for the future more confidently.