Our "investment philosophy" refers to our over-arching beliefs regarding the prudent approach to making investment decisions. Our investment process should be driven by our investment philosophy. First and foremost, we view our role to be that of a trusted advisor and to be a manager of risks and intended outcomes.
We believe that patience and discipline are time-honored elements to successful investing. The "amount of time" that one's willing to stay invested the market is much more important than trying to "time" when one get in and/or out the market. We also believe that when expectations are managed properly, our relationship with our clients remain long-lasting.
We believe that patience and discipline are time-honored elements to successful investing. The "amount of time" that one's willing to stay invested the market is much more important than trying to "time" when one get in and/or out the market. We also believe that when expectations are managed properly, our relationship with our clients remain long-lasting.
Services
Begun in the mid-to-late 1940's (following the close of World War II) by Frank Chappelle, Sr. and Frank Chappelle, Jr. and formally incorporated in 1962, Frank Chappelle & Co., Inc. has specialized in helping individuals, families, professional groups, and small-to-mid-sized companies to build and preserve their hard-earned dollars.
Wealth Management Investment Advisor & Financial Planning Consultant to individuals and small business / professional groups. Chief Operating Officer of a third-generation, family-owned and operated, Investment & Financial consulting firm. Chief Operating Officer of a duly registered, third-generation, family-owned and operated, General Securities Broker/Dealership (Retail).
Frank Chappelle & Co. is a 3rd generation family-owned financial services firm that has been operating for over 65 years. As an independent organization, we set high standards for ourselves that translate to our service standards and an emphasis on client satisfaction. Our clients have a voice; with regularity, we survey our clients to find out what we are doing well and where improvements are necessary.
We believe that prudent investing and the management of one's wealth begins with a structured, but yet simple, process that's centered on you and results in a program that is tailored (customized) to your specific values, beliefs, goals, concerns and needs. In essence, we utilize (what we consider to be) a client-centered consultative process regarding your investments and the management of what you've accumulated.
2. Once onto I-59 North / I-20 East as you approach the Birmingham-Jefferson Civic Ctr. Complex, on the left-hand side of the interstate, begin moving over toward the far "right-hand" lane. 3. Once you've passed the "22nd STREET" Exit, make sure that you're in the far "right-hand" lane in order to take the "US-280 East / US-31 South / Elton B. Stephens Expressway - EXIT 126A" exit ramp, to the right.
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