Chapwood Investments

Using our proprietary Investment Forensics tools, we will complete an unbiased analysis of your current portfolio.

We will demonstrate quantitatively and qualitatively proper portfolio construction, using statistical measures that are not arguable. We will show you what makes a portfolio work and what does not. We pride ourselves in our ability to show how fees such as investment, management and commissions can increase your overall variance drag tax on your portfolio and how over time it erodes away at your overall portfolio value and purchasing power. We assist investors to spot issues with their portfolios that are most often times missed.

We pride ourselves in educating investors on the risks they are currently taking and are able to quantify and reveal it to them. We can statistically express what type of risk you are taking in your portfolio. What is the probability of loss in a portfolio in any given 12-month timeframe? We can show you with 99% certainty what amount of money is at risk in a given 12-month time period. What is an acceptable amount of risk and will be able to show you how to reduce/lower your risk.

You must look before you leap. You must know what you need and if what you have satisfies your investment policy statement. Below are some of the tools we have designed that help us determine in an objective manner if what you have is what you need. It’s that simple. We are happy to do a complementary analysis on your current holdings in person or in real-time through a video conference so you can see with your own eyes how good your current portfolio is.

Investments forensic reveals :
-The relationship between your portfolio’s standard deviation versus its rate of return
-What is your variance drag phantom tax is
-How much risk you’re taking in your investment and the probability of a loss based on historical data over the next 12 months
-How much money you would lose if there was a downturn in the market over the next 12 months
-How variance drag is dramatically affecting your compounded returns
-Your Sharpe Ratio:What it is and what it means for your portfolio
-Precisely where your hidden fees are hiding
-A correlation matrix of the assets within your portfolio
…And gives you the knowledge you need to determine if your money is being invested efficiently.