wiseradvisor

Jason Allen, CFA®
Chatham Capital Group

Tel: (404) 245-6987
90 Main Street, Suite A
Hilton Head Island, SC 29926

Dedicated to client success in wealth management

Chatham Capital Group | Financial Advisor in Hilton Head Island ,SC

About Chatham Capital Group

After three decades of managing investment portfolios for institutional clients, the founders established Chatham Capital Group in 1996 to provide professional, unbiased wealth management advice to individuals, families, and their related foundations, as well as to manage their own financial affairs. Our firm is profitable and thriving, and we are honored to oversee $500 million in client assets under management.

What Makes Us Different?
Our Interests Are Completely Aligned with Yours. We are fiduciaries. We do not sell any products or collect any commissions. When our clients succeed, we succeed. We have a long history of helping clients achieve their financial goals, and our sole mission is superior client service and results.

Clients Receive Personal Attention. Each principal works with a limited number of clients, far fewer than typical investment firms, allowing us to focus on client satisfaction. Our clients are family to us, and we treat them accordingly. We will never sacrifice our high service standards for growth. We meet with clients frequently in person, and our professionals are always accessible.

Our Team Is Highly Experienced and Knowledgeable. Our financial professionals include five CFA® charterholders, the highest set of credentials in the global investment management industry. Our principals average over 25 years of experience, having managed money in many different types of wealth management environments. We have expertise in, and help clients with, investment management, estate planning, financial planning, and tax planning and analysis. We are our clients financial quarterback, helping guide them through challenging and complex issues.

We Are Local and Independent. Our firm is 100% owned by our principals. We have a strong local presence in our markets, and our professionals are actively involved in the Savannah and Hilton Head Island communities. We have no affiliation with or obligation to any other company, and our firm is structured entirely to best serve our clients. Since 1996, we have been truly independent, and we will remain so.


General Information

Firm Start Year:   1996
No.of Employees:   10-19
Name of Custodial Firm:   Charles Schwab & Co., Inc.
Number of Years with Current Firm:   6
I work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors


Services

Investment Types:   Commodities, Exchange Traded Funds (ETFs), FOREX & Currency, Alternative Investments, Stocks, Mutual Funds, Bonds, Options & Futures
I can meet clients in the following ways:   Video Conference, Via phone, At your office, At your home, At my office


Firm Information

Firm's Number of Clients:   210
Assets Managed by Firm:   $500 million
Advisor's Number of Clients:   45
Assets Managed by Advisor:   $110 million


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $1 million


Education

BS & MBA - Finance  Wake Forest University - Winston-Salem, NC
08/90-05/96



Disclosures

For our full disclosure, please see Disclosures and Terms of Use.

Jason Allen, CFA®

Jason Allen, CFA®

Since joining Chatham Capital Group in 2014, Jason has provided financial advice and portfolio management services for his select group of clients. He also serves on the research committee to develop the firm's investment strategy.

Prior to Chatham, Jason was responsible for portfolio management and investment strategy at Boys, Arnold & Company's Hilton Head Island office (2010 to 2014). Other previous positions include: managing partner at Atlanta Equity Research (2002 to 2009), equity research analyst at SunTrust Robinson Humphrey (1998 to 2002), and financial analyst at Delta Airlines (1996 to 1998)

Jason received a B.S. in finance (1994) and an M.B.A. (1996) from Wake Forest University.

My Services

Financial Advice & Consulting

- Discuss financial planning objectives
- Engage in dialogue with children and other family members as appropriate
- Work in close conjunction with your other planning professionals (accountants, estate attorney, etc.)
- Investigate various options that could be used to address objectives
- Review options with you to decide on plan of action
- Formalize a Financial Policy Statement that includes specific objectives
- Provide investment management services to help you meet your goals

My Team

Frederick Muller
Frederick Muller CFA®
Frederick (Rick) joined Chatham in 1998 and is responsible for portfolio management and investment strategy. Prior to Chatham, Rick led the equity research effort at Crawford Investment Counsel in Atlanta (1995 to 1998) and was an equity research analyst at Merrill Lynch in New York (1993 to 1995). Rick received a B.A. in economics from The College of William & Mary in 1988 and obtained his M.B.A. from Columbia University in 1993. He has served in numerous volunteer roles at The Savannah Cou ...more

Philip Palmer
Philip Palmer CFA®
Philip joined Chatham in 1998 and is responsible for investment strategy and portfolio management. Prior to Chatham, he managed investment portfolios select high net worth families at Rockefeller & Company in New York (1991 to 1998) and was a financial consultant with Merrill Lynch in New York (1985 to 1989). Philip received a B.A. from Yale University in 1985 and received an M.B.A. with High Distinction from the University of Michigan in 1991. Philip also has a Ph.D. in Theology.

William Fielitz
William Fielitz ChFC®, CFP®
William (Bill) joined Chatham in 2003, focusing on financial planning and portfolio management. Prior to Chatham, he worked as a financial advisor for Prudential Securities and A.G. Edwards & Sons (1997 to 2003). Bill received his B.A. degree in finance from Birmingham Southern College in 1989. Afterwards, he was a professional baseball player in the St. Louis Cardinals organization. Bill is a member of the Financial Planning Association.