Our Investment Approach

Chaney Capital Management's core investment philosophy includes extensive investment research as well as in depth client interviews. We invest in companies with durable competitive advantages and mutual funds with superior management and proven track records. Our clients receive customized investment solutions using the following approach:

1. Client interviews and risk profiling - The best results are achieved when our investment approach is closely aligned with our clients comfort level and risk tolerance.

2. Asset allocation - We select the appropriate mix of large vs small companies, foreign vs domestic and fixed income investments.

3. Research - We regularly review our client portfolios as well as the global investment landscape to identify new opportunities.

4. Active management and regular portfolio rebalancing.

5. Tactical strategies - When appropriate, we make concentrated positions in securities that are overlooked and undervalued.