Ryan Berman
Chesapeake Asset Management

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:   1922
Name of Custodial Firm:   Charles Schwab, Pershing LLC
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Insurance Products & Annuities, Financial Planning, Investment Advice & Management


Can meet clients in the following ways:   Via Email, Via Phone, Your Home

Firm Information

Advisor's Number of Clients:   35
Assets Managed by Advisor:   $250000

Compensation and Fees

Compensation Methods:   Based on Assets

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