Chatham Capital Group Inc

Chatham Capital Group, Inc. is a registered investment adviser founded in 1996 with offices in Savannah, GA, and Hilton Head Island, SC. The firm manages investment portfolios for high net worth individuals, endowments, foundations, pension plans, and corporate portfolios. As of December 31, 2022, Chatham managed over $568 million of client assets on a discretionary basis. The standard minimum account size for separately-managed portfolios is $1 million, with tailored portfolios based on individual financial needs and risk tolerance. Chatham offers private funds with varying minimum investment amounts. Investment strategies focus on asset allocation, individual securities selection, and periodic client meetings to ensure alignment with long-term goals. The firm charges management fees based on a percentage of assets under management, with fee schedules varying by portfolio size. Clients have the option to pay fees directly or have them deducted from their portfolios. Chatham acts as a fiduciary and offers investment discretion, making buy/sell decisions based on client Financial Policy Statements. The firm's investment philosophy emphasizes risk management through diversification and asset allocation. Chatham's Code of Ethics prioritizes clients' interests, and employees are subject to restrictions on personal trading to avoid conflicts of interest.