What’s the best benchmark to measure your portfolio’s performance against? Should you place fixed income or stock investments in your tax-deferred accounts? Is there a better way to invest than mutual funds? If you don’t have the answers, we are here to help you.These are decisions we make every day.
Chantico Advisors, LLC is a New York State Registered Investment Adviser that works with high-net-worth individuals and families. We specialize in building portfolios with low expense-ratio index funds and Exchange Traded Funds (ETFs). You thus have access to a broadly diversified portfolio tailored to your personal risk tolerance, goals and investment horizon, and it is professionally managed on an ongoing basis at a low cost.
We are a boutique independent investment advisory firm that has built its business in this area by offering prudent advice and exemplary service, and by relying on our clients to refer their friends and family to us. We appreciate this opportunity to introduce you to Chantico Advisors and pledge to provide you with total satisfaction when you engage our services.
Please read through this website to see how we can help you manage your wealth wisely.
Please also read carefully through our Form ADV where you’ll find disclosure about all of our fees and additional information. If you have any questions, please call us directly at (800) 856-8450.