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Ryan Berman

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.
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General 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

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