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Chamberlin Asset Management

​"Realize Your Full Potential" ​TM


Services

Clients
Individuals and Families
Businesses
Corporate Retirement Plans
Foundations
Endowments
Non-Profit Institutions
Institutions

Taxable Accounts
Individual Accounts
Joint Accounts/Community Property
Revocable and Irrevocable Trust Accounts
Charitable Remainder Trust Accounts
Custodial Accounts

Tax-Deferred Accounts
IRA's
401-k Profit Sharing Plans
Defined Contribution Plans
Defined Benefit Plans
Pension Plans

Specialty Accounts
Private Real Estate Investment Trusts(REIT)
Oil & Gas Limited Partnerships
Funds of Hedge Funds

Additional Services
Estate Planning
Retirement Planning
Comprehensive Trust Services
Mortgages
Life Insurance
Portfolio Design
Performance Monitoring

Fees/Compensation
Management fees are charged quarterly in arrears as a percentage of assets and are determined based upon the size of the portfolio and the type of management and securities involved.  Our minimum account size is $100,000.  However, smaller portfolios may be accepted under certain circumstances. 

Financial Planning (Comprehensive)
Our comprehensive financial planning services are used as a tool and a financial road map for the sophisticated investor seeking detailed information.  Included and taking into consideration are your taxes, insurance, retirement, cash flow, estate planning and trust recommendations.