Erica Sterling's Contact Details

Erica Sterling's Company Details

Chapwood Capital Investment Management

Addison, TX, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

The mission of Chapwood Investments, LLC is to deliver institutional-quality portfolio management to high-net-worth individuals by utilizing the tools and statistics commonly used by the largest endowments and foundations in the country. Ed Butowsky and Kim Sams are focused on consistent performance, and downside protection that not only preserves, but also steadily increases purchasing power through the application of Modern Portfolio Theory. Chapwood prides itself on building portfolios with low correlations, low volatility, and low fees that maximize real returns.The highest likelihood of achieving your investment objectives starts with the optimal asset allocation frameworks. Academic studies have proven that the most influential factor in determining both the future risk and future returns in a portfolio is the portfolio's architecture, rather than ongoing security selection and market timing. Their goal is to provide every client with a suitable, well diversified portfolio, as well as complete transparency and understanding.Chapwood Investments is an SEC Registered Investment Advisory Firm.