Chancellor Financial Group Wb Lp

Chancellor Financial Group WB LP is a registered investment advisor established in 2011, specializing in providing investment advisory services to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm is owned by Winston Capital Partners, LP, and Terrence Casey serves as the President and Chief Compliance Officer. CFG acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. CFG offers customized investment advisory solutions through continuous personal client contact, providing discretionary investment management and consulting services. The firm constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs) to meet clients' investment goals. CFG may also utilize quantitative strategies, options strategies, individual stocks, and individual bonds based on clients' needs. The firm primarily employs fundamental analysis in developing investment strategies, focusing on economic and business indicators. CFG's investment approach is long-term focused, but it may buy, sell, or reallocate positions held for less than one year based on client objectives or market conditions. Clients have the opportunity to place reasonable restrictions on their investments, subject to CFG's acceptance. CFG charges investment advisory fees ranging from 1.00% to 2.00% based on assets under management. Fees are billed monthly and calculated based on the market value of assets. The firm may also offer fixed fee arrangements based on the size and complexity of the client relationship. The firm does not engage in performance-based fees, and clients have discretion over the selection and amount of securities to be bought or sold in their accounts. CFG does not accept or maintain custody of client funds, except for the deduction of advisory fees. The firm provides annual reviews of client accounts and encourages clients to discuss any changes in their financial situation. CFG's advisors, including Terrence Casey, Robert A. Dwyer, Steven M. Davidowitz, Jean M. Baun, and James R. Goodhart, have clean disciplinary records and are committed to maintaining client confidentiality and security. The firm's privacy policy ensures the protection of clients' personal information and outlines the limited circumstances in which information may be shared with third parties for proper business purposes. Clients are informed of the privacy policy annually and any material changes to the policy.