Chasefield Capital Inc.

Chasefield Capital, Inc., located in Lakewood, Colorado, is a Registered Investment Adviser specializing in wealth management for high net worth individuals and families. Established in 2014 by Harold Pine, the firm offers discretionary investment management services based on clients' needs, financial goals, and risk tolerances. Investment strategies include investment analysis, allocation, and ongoing management services. Clients have the ability to set restrictions and preferences, with portfolios reviewed quarterly and rebalanced as needed. The firm charges a maximum annual fee of 1.50% based on assets under management, billed quarterly in advance. Clients may have the option to negotiate fees. Chasefield Capital does not place client assets into a wrap fee program and offers investment opportunities in alternative vehicles like the Chasefield Versa Fund. The firm's investment philosophy focuses on strategic asset allocation, tactical shifts, and risk management. Clients must maintain a minimum account value of $2,000,000. Chasefield Capital acts as a fiduciary and provides detailed information on its fee structure, investment discretion, custody practices, and proxy voting policies. For more information, contact Harold Pine at (303) 854-8425 or [email protected].