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.
General Information |
| Firm Start Year: | 1924 | |
| Name of Custodial Firm: | Charles Schwab, Pershing LLC |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Insurance Products & Annuities, Investment Advice & Management, Financial Planning |
Services |
| Can meet clients in the following ways: | Email, Phone, Your Home |
Firm Information |
| Advisor's Number of Clients: | 35 |
| Assets Managed by Advisor: | $250000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets |
Disclosures |
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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. |
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Additional Detailed Disclosures |
