Chesley, Taft & Associates Information

Chesley, Taft & Associates, LLC is an independent employee-owned investment management firm dedicated to serving the individual investment needs of its clients. Our investment management services are directed to high-net-worth individuals, families, retirement plans, charitable foundations, endowments, and small institutions with assets in excess of $1 million. The driving forces of our business are personal service and a disciplined investment process. We have a direct, personal relationship with all our clients and establish investment plans tailored to individual clients and their families. The process starts with understanding each client, their investment goals and unique financial circumstances. We never lose sight of the fact that our work affects the lives of our clients and the people they care about. Our portfolio managers have over 140 aggregate years of experience encompassing the full range of market cycles and investment trends. All portfolio managers have a genuine passion for managing investments and have earned the trust of clients through longstanding relationships.