We are a boutique investment advisory firm. We’ve chosen to be small to develop deep relationships with our clients.
Why a boutique?
We believe each client deserves our full attention. Real financial planning and investment management are complex and time-consuming, but the benefits are tremendous — financially and psychologically.
I’m not too fond of things that make me feel like one of the masses. I don’t shop at big box stores. I’ll take a chance at a mom-and-pop restaurant before eating at a chain, and I shop at local businesses whenever possible. I prefer talking directly with service providers and despise 800#s. I’m no one special; that’s just how I’m built. Designing the firm any other way wouldn’t make sense.
I’m here for the journey with my clients, not firm recognition or a high valuation.
How does a smaller firm do all this?
I know my lane and, more importantly, what my clients need.
I don’t run 401 (k) plans for companies with hundreds of employees. I could, but for me, it’s a pretty boring space, and there are firms that are much better at handling that.
I also don’t do insurance. I was licensed for 15 years and let it lapse. Again, it’s boring and there are tremendous conflicts of interest. So I advise clients on what type of insurance they should have and how much, then help them find a solution. Most of the time, it’s lowering their insurance coverage.
These are business decisions I’ve consciously made over 20 years, so I can pay attention to what really matters for my specific clientele.
Biography
Christopher Harp
Founder
As the founder of CH Capital Management, Chris has served families and businesses around Chapel Hill for over 20 years.
His clients represent a diverse group of successful families, individuals, and businesses, and he specializes in helping mid to late-career professionals.
“I went to graduate school because I thought I wanted a career in banking,” says Chris. “After working in the investment division of a bank, I realized banking was not for me, but I always had a love for capital markets. I still remember the day when I was eight years old, and my father taught me how to read the stock page in the newspaper.”
Chris has contributed to various publications and previously hosted a television show.
Born in Atlanta, GA, Chris has been a Durham/Chapel Hill resident for over 30 years and is very committed to helping the community he loves.
Chris is married to Nanci, and they have a daughter in college. Chris enjoys attending sporting events, golfing, spending time with his family, and traveling in his free time.
Education and Professional Certifications
- BBA, The University of Georgia
- MBA, Wake Forest University
- Series 66-FINRA
Areas of Practice
- Investment Planning
- College Savings Planning
- Estate planning advice
- Retirement Planning
