How we help
Our simple approach
The foundation of good investing is simple: Own a diversified portfolio and stick with it. It’s not rocket science, and we’re not going to pretend it is.
But here’s what we’ve learned over the years: Successful investing is about more than the basics. It’s about having someone by your side to help you stay disciplined, adjust as life changes, and keep your money working toward your bigger goals. That’s what we bring to the table.
Who we help
We help individuals and families from all walks of life. Over the years we’ve provided focused guidance to people in the tech, healthcare and legal profession. We’re familiar with the challenges they face and have a deep understanding of their goals.
- Like the dog chasing the car, now what?
- I get it; this can be a stressful situation. You need to get really clear on your values and vision of what you consider a good life.
- Don’t feel like you have to figure it all out at once. Big decisions after you get a lot of money are usually bad.
- What are they, and what do I do with them?
- We’ve got a readout on the horizon and have no idea what to expect with the stock price. Yikes!
- Oh, yeah, the taxes. We can help-relax.
- I have a pile of cash sitting here and no idea what to do with it.
- I’m investing-in something, but it’s a struggle, and I’m unsure if I’m even close to doing the right thing.
- I went to law school, not finance school, and even if I had, I don’t have time to deal with it.
- I’m over this partner thing and giving the firm a big chunk of the money from my billable hours. I want to go out on my own.
- We got you!
That’s only normal, you were in school for a looooong time.
- That initial rush of real money after residency has worn off, and it’s time to get serious with my money.
- You’ve bought the beach house but still have cash to invest elsewhere.
- I’m thinking about going into private practice, but I am not sure if I should buy-in in installments or a lump sum.
- If you need to take a break, what are the implications now and in the future?
- How long can the break be?
- What do you do with the hush money if you were paid to take a “break”? Buy a boat, stash it in the bank, invest it?
- Either way, there’s uncertainty about the near term.
- We’re here to help you crunch the numbers and get clear on whats’ next.
- What are the stipulations on the money? When does the loan go away? What’s best for you to do with the money while waiting?
- We know this is a tough balancing act.
About us
How we’re different
CH Capital Management Tenets
— Investments
No cookie-cutter portfolios here.
Many firms outsource their investment models. Why? Because in the past decade, financial advising has shifted from active investing to a more planning-focused approach. That’s a good thing. But it’s also made it easy for some firms to build a business model around generic, over-diversified portfolios. Read here to see if you’re in a cookie-cutter model.
Your portfolio shouldn’t be built just to match an index—it should be designed to get you where you want to go. We’ll spend the required time, energy and expertise to get your portfolio customized to your needs.
— Insurance
We won’t pitch you permanent or whole life insurance. It’s a niche product, and most people don’t need it.
What we do help with: figuring out how much term and disability coverage makes sense for you, then pointing you to solid providers. Many professional associations (AMA, ADA, ABA) offer good options.
Why don’t we sell insurance? Because commissions create conflicts, and we’d rather stay focused on giving you straight advice.
While we may not be everyone’s cup of tea, we could be your shot of whiskey.