VETTED
Ryan Berman

Tel: 561-570-2560 1200 N. Federal Highway, Suite 200 Boca Raton, FL 33432
About Chesapeake Asset Management
Chesapeake Asset Management is a registered investment advisor specializing in Asset Management and
Financial Advisor Services targeted to professionals, high net worth individuals, families,
institutions and foundations. Asset Management and Financial Advisory strategies at Cherry Lane
Capital are designed to help clients progressively grow assets, diversify holdings, and ensure
their legacy for future generations. With an emphasis on risk aversion and income, we seek to
eliminate common market inefficiencies like emotional, short-term prognostications. With absolute
focus on the long-term horizon, strategy performance is driven over multiple cycles by a
disciplined and unbiased fundamental approach within a collaborative culture.
See DisclosuresGeneral Information
Firm Start Year:
1924
Name of Custodial Firm:
Charles Schwab, Pershing LLC
Work with the following types of clients:
Businesses, Individual Investors
Advisory Services Provided:
Financial Planning, Insurance Products & Annuities, Investment Advice & Management
Services
Can meet clients in the following ways:
Email, Phone, Your Home
Compensation and Fees
Compensation Methods:
Based on Assets
Firm Information
Advisor's Number of Clients:
35
Total Assets Under Management by Advisor:
$250000
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Research This Advisor

Talk to an AdvisorFINRA/SEC Registered Advisors
Your Information is Safe and Secure