The Difference

​​​​​​Call us today for a free portfolio review 858-350-3103

Unbiased Independent Research and Advice
As your financial advisor we are supported by one of the largest independent research organizations in the industry. With access to timely, detailed information, computer-modeling tools and market intelligence, we make informed decisions on your behalf. No conflicts of interest are imposed by the constraints of proprietary products, investment banking relationships, or other activities that may be inconsistent with your needs. Now more than ever, investors are seeking sound advice, asset management, and a long-term relationship that isn't product or quota driven. We symbolize and embrace these industry changes and offer a comprehensive consultative approach that isn't based on management quota pressures. We never receive bonuses or exotic trips for selecting one investment over another. All of our world class research and cutting edge technology are completely independent and unbiased. By providing our clients with a clear vision,  intelligent investment options, and disciplined strategies we are better able to maintain focus on the long term investment view and ultimately help you work toward achieving your investment goals. 

Customization & Understanding Your Unique Situation
At Chamberlin Asset Management one of our distinguishing hallmarks is our extraordinary capacity to facilitate custom-tailored portfolios. We pride our selves on taking the time to get to know you personally and identify your specific goals. There is no "one-size fits all" solution. Your unique circumstances and personal objectives dictate the method of investing as well as the type of vehicles chosen to help achieve them. In many cases we can help you identify needs that you were not aware of and implement strategies designed specifically with you in mind. We sincerely treat you the way that we would want to be treated.

Simplicity & Shared Incentives
One account. One statement. One fee.
Our fee-based programs allow you to have all of your investments under one roof, making it easy to monitor, manage, and make changes. A fee-based asset management arrangement allows us to share a common goal - to protect and grow the value of your assets. A long-term approach to investing, fee-based asset management ties our compensation directly to the performance of your account. Instead of commissions, we earn an annual fee based on the market value of your account. We concentrate on what matters most - building an investment portfolio designed to help you meet your specific needs.

Asset & Wealth Management
Throughout all cycles of the financial markets and regardless of your investment objectives, a well-devised and executed asset allocation strategy is the cornerstone of helping you work toward achieving your long-term goals. All of our investment platforms are designed to take advantage of world-class research, state-of-the-art technology and comprehensive planning and investment tools. Each portfolio is individually crafted and designed to achieve an optimal blend of investments tailored to your personal goals, time horizon and risk profile.

Chamberlin Asset Management

​"Realize Your Full Potential" ​TM