ABOUT US

 

Chippewa Partners is a Registered Investment Advisor.  We are money managers We are really about doing the right things, the right way, for the right reasons for clients who do not have the time, talent or training to manage a serious investment portfolio.  We do the homework for the serious assets of some great clients around the world.

 

We bring four things that can lack in big companies; energy, passion, courage, and independent thinking. I don’t golf, don’t go to cocktail parties and don’t belong to any country club.  I think the term “rich” doesn’t mean being savvy or sophisticated when it concerns stocks.  It has more to do with weathering the inevitable stock market storms and staying focused on the big picture over the long haul.

 

We manage serious hard-earned money.  A good portion of the assets we manage are retirement funds. We are not financial planners rather we “quarterback” the financial planning process.  I find it disturbing that every broker, banker or insurance agent with a pie-chart calls themselves a financial planner.  We do not do taxes, we do not sell insurance, and we are not estate planners.  Our clients hire full-time accountants and attorneys when they need specific help.  Our job is to oversee the financial planning team get the job done and to get it done right, the first time.  Most people don’t have a second chance at retirement and it is the reason we manage serious wealth for many sophisticated investors.