We provide a diversity of investment strategies, customized wealth management solutions, and trust company services to individuals, family offices, foundations, endowments, and institutions on a fee-only basis. Our independence allows us to focus exclusively on the financial success of our clients, to provide rewarding career opportunities for our people, and to make positive contributions to the communities we serve.
Services
Chilton's REIT strategy invests in a portfolio of publicly traded real estate investment trusts (REITs) and real estate related entities based primarily in North America. We believe public REITs are superior vehicles for investing in real estate due to their liquidity, transparency, and total return characteristics.
Despite our dreams and best intentions, life happens around us. The vacation you saved for gets placed on hold when the roof needs to be replaced. Or the market that dependably returned 7-9% a year is down 37% the year before you hope to retire. Floating down a river without a care in the world on a summer day is fun; on the other hand, we believe that going through life without some plan for your finances is destined for failure.
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