Chapwood Investments, LLC

Chapwood Investments, LLC Employee Directory

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.

Find Chapwood Investments, LLC employees' phone numbers or email addresses

Chapwood Investments, LLC Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

Chapwood Investments, LLC's Leadership

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    K. H.
    Head Of Marketing
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    E. B.
    Managing Partner
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  • Stylized image of a person
    E. B.
    Managing Partner
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  • Stylized image of a person
    E. B.
    Managing Partner
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  • Stylized image of a person
    K. S.
    Managing Partner
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    T. S.
    Owner
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    C. S.
    Managing Director
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    D. S.
    Managing Director
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Contact profiles from Chapwood Investments, LLC

Name
Title
Contact Info
Location
Last Update
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    P. J.
    Client Services Representative/ Marketing Associate
    Phone icon
    United StatesTexas
    Aug 22, 2024
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    R. S.
    Marketing Specialist
    Phone icon
    United StatesTexas
    Dec 02, 2024
  • Stylized image of a person
    S. U.
    Investments Intern
    Phone icon
    Aug 22, 2024

Frequently Asked Questions

What is Chapwood Investments, LLC known for?

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Chapwood Investments, LLC was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 4965 Preston Park Blvd Suite 100 Plano, Texas 75093 US; you can contact the main corporate office by phone at . Explore Chapwood Investments, LLC's company overview page for more information.

What is Chapwood Investments, LLC's most common email format?

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Chapwood Investments, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Chapwood Investments, LLC email formats with LeadIQ.

How many employees does Chapwood Investments, LLC have currently?

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Chapwood Investments, LLC has approximately 18 employees as of June 2024. These team members are located across 1 continents, including North America.

Who are Chapwood Investments, LLC's key employees and leadership?

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As of June 2024, Chapwood Investments, LLC's key employees include:

  • Head Of Marketing: K. H.
  • Managing Partner: E. B.
  • Managing Partner: E. B.
  • Managing Partner: E. B.
  • Managing Partner: K. S.

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