Chesapeake is a fee-based investment advisory firm, located in the Washington D.C. area, and dedicated to building tailored portfolios that reflect our client's objectives, values and concerns. Our extensive financial expertise and research enable us to invest responsibly, achieve sound performance and preserve capital.
We value our clients, their input and our relationships-many lasting well over a decade. Our approach to investing is straight forward. We offer careful planning, global thinking, and comprehensive investment advice. We are a well-established firm with experience in dealing with market declines and advances.
We value our clients, their input and our relationships-many lasting well over a decade. Our approach to investing is straight forward. We offer careful planning, global thinking, and comprehensive investment advice. We are a well-established firm with experience in dealing with market declines and advances.
Services
We are, first, fee-based advisors offering comprehensive investment advice and management. We sell only advice, not products. We have no financial stake in particular investments we recommend to our clients. For our services, we charge a percentage of the funds we manage so when these increase both we and our clients benefit.
Linda is the President of, and Chief Investment Advisor for, Chesapeake Asset Management Company. She is directly responsible for client relationships and the firm's investment strategy. A graduate of Florida State University with an MBA from The Harvard Business School, Linda began her career in corporate finance at Frito-Lay and SunTrust but soon found herself intrigued by the complexities of investment decisions and markets.
Chesapeake's stock selection style can best be described as flexible since most clients own both growth and value oriented companies that vary in terms of size. This allows portfolios to participate in all phases of the market cycle. Security selection is based on valuation relative to history and similar securities.
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