Public Sector Expertise Chandler Asset Management has extensive experience serving public sector clients for over 35 years, with a founder involved in drafting the code for public investing. Opportunity: position as the go-to partner for government entities seeking disciplined, compliant investment solutions and governance support.

Portfolio Peace of Mind The firm emphasizes risk-conscious investing and aligning with community visions, suggesting sales opportunities around tailored risk frameworks, trust-building communications, and reporting that highlights security, transparency, and performance alignment with public mission goals.

Scale and Capability With a mid-market size and revenue in the hundred-million range, Chandler can pursue multi-district or statewide contracts, RFPs, and partnerships that require robust operational capabilities, enterprise-grade tech, and scalable client service models.

Tech Stack Leverage Utilizes a broad technology suite including AWS, Salesforce, HubSpot, QuickBooks, WordPress, and Paylocity, indicating readiness for integrated CRM, analytics, and modern client portal needs; cross-sell opportunities exist across financial planning, data automation, and client servicing enhancements.

Growth Readiness Revenue band and workforce size suggest growth potential and hiring momentum; target mid-market municipalities, public agencies, and related institutions with expanding portfolios, while upselling advisory services, custody support, and performance analytics to extend client relationships.