Individualized Portfolio Managementfor Discerning Investors

Chesapeake is a fee-based investment advisory firm, located in the Washington D.C. area, and dedicated to building tailored portfolios that reflect our client’s objectives, values and concerns.

Our extensive financial expertise and research enable us to invest responsibly, achieve sound performance and preserve capital. We value our clients, their input and our relationships—many lasting well over a decade. Our approach to investing is straight forward. We offer careful planning, global thinking, and comprehensive investment advice.

Who We Are

We are a well-established firm with experience in dealing with market declines and advances.

What We Offer

We listen and work for you, creating portfolios that balance growth and capital preservation.

Our Expertise

Our flexible stock selection style and research of trends allow portfolio participation in all market cycles.

Responsible Investing

We include investments tailored to meet clients’ values, concerns and interest.