Insights

Unique Value Proposition Chapwood Investments differentiates itself by offering institutional-quality portfolio management and financial planning tailored specifically for high-net-worth individuals, professional athletes, and business owners. The focus on downside protection and purchasing power enhancement sets them apart from traditional advisors.

Technology Partnership Potential Chapwood Investments has collaborated with tech companies like nFusz, Inc. for innovative solutions like notifiCRM that leverage interactive video for client communication. This signals potential opportunities for partnership or technology integration with other cutting-edge firms in the tech space.

Strategic Partnerships Recent partnerships with companies like Champion Venture Partners Inc demonstrate Chapwood's commitment to expanding their services to athletes, celebrities, and high-earning professionals in the entertainment industry. This opens avenues for collaboration and joint ventures in similar market segments.

Market Expansion Chapwood's revenue bracket and tailored services position them favorably for market expansion. With a focus on wealthy individuals and specialized financial planning, there is potential to scale operations and reach a broader audience seeking personalized and performance-driven financial management.

Competitive Analysis Chapwood's competitive landscape includes firms like Pathstone, CAPTRUST, and Mercer Advisors. Understanding the offerings and positioning of these similar companies can provide insights into market trends, competitive advantages, and potential niches for targeted sales strategies.

Chapwood Investments, LLC Tech Stack

Chapwood Investments, LLC uses 8 technology products and services including Fastly, Ionicons, Google Font API, and more. Explore Chapwood Investments, LLC's tech stack below.

  • Fastly
    Content Delivery Network
  • Ionicons
    Font Scripts
  • Google Font API
    Font Scripts
  • MooTools
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Flywheel
    Platform As A Service
  • Twitter
    Widgets
  • Facebook
    Widgets

Chapwood Investments, LLC's Email Address Formats

Chapwood Investments, LLC uses at least 1 format(s):
Chapwood Investments, LLC Email FormatsExamplePercentage
First@chapwoodinvestments.comJohn@chapwoodinvestments.com
47%
First.Last@chapwoodinvestments.comJohn.Doe@chapwoodinvestments.com
4%
FLast@chapwoodinvestments.comJDoe@chapwoodinvestments.com
2%
First@chapwoodinvestments.comJohn@chapwoodinvestments.com
47%

Frequently Asked Questions

Where is Chapwood Investments, LLC's headquarters located?

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Chapwood Investments, LLC's main headquarters is located at 4965 Preston Park Blvd Suite 100 Plano, Texas 75093 US. The company has employees across 1 continents, including North America.

What is Chapwood Investments, LLC's phone number?

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You can contact Chapwood Investments, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Chapwood Investments, LLC's official website and social media links?

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Chapwood Investments, LLC's official website is chapwoodinvestments.com and has social profiles on LinkedIn.

How much revenue does Chapwood Investments, LLC generate?

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As of June 2024, Chapwood Investments, LLC's annual revenue reached $750K.

What is Chapwood Investments, LLC's NAICS code?

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Chapwood Investments, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Chapwood Investments, LLC have currently?

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As of June 2024, Chapwood Investments, LLC has approximately 18 employees across 1 continents, including North America. Key team members include Head Of Marketing: K. H.Managing Partner: E. B.Managing Partner: E. B.. Explore Chapwood Investments, LLC's employee directory with LeadIQ.

What industry does Chapwood Investments, LLC belong to?

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Chapwood Investments, LLC operates in the Financial Services industry.

What technology does Chapwood Investments, LLC use?

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Chapwood Investments, LLC's tech stack includes FastlyIoniconsGoogle Font APIMooToolsModernizrFlywheelTwitterFacebook.

What is Chapwood Investments, LLC's email format?

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Chapwood Investments, LLC's email format typically follows the pattern of . Find more Chapwood Investments, LLC email formats with LeadIQ.

When was Chapwood Investments, LLC founded?

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Chapwood Investments, LLC was founded in 2005.
Chapwood Investments, LLC

Chapwood Investments, LLC

Financial ServicesTexas, United States11-50 Employees

At Chapwood Investments we think differently. It is our goal to deliver institutional-quality portfolio management and overall financial planning for small to medium-sized business owners, serial entrepreneurs, C-Suite executives within 10 years of retirement, and professional athletes by utilizing the tools and statistics commonly used by the largest endowments and foundations in the country. 
 
After 30+ years in the investment industry, Ed Butowsky, Kim Sams, and the team at Chapwood are focused on consistent performance and downside protection that not only aims to preserve wealth but also steadily increases purchasing power through the application of a variety of proprietary systems created by Ed Butowsky after nearly two decades at Morgan Stanley managing the high-net-worth division.
 
At Chapwood, we specialize in constructing portfolios with low correlations, low volatility, and low fees to optimize real returns. We understand that many advisors may have good intentions, but they often lack the expertise required to address the unique challenges faced by high-net-worth earners and their financial plans.
 
Experience the difference with our proprietary portfolio tools. Book a complimentary consultation today (see below) and let us unlock the full potential of your portfolio!

Subscribe to our YouTube Page: https://www.youtube.com/channel/UC8jX4GxKLOPat1Uj7Hi7b8Q

Chapwood Investments is an SEC Registered Investment Advisory Firm.

Section iconCompany Overview

Headquarters
4965 Preston Park Blvd Suite 100 Plano, Texas 75093 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $10M

    Chapwood Investments, LLC's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Chapwood Investments, LLC's revenue is in the range of $10M

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