Non-profit organizations are the cornerstone of every community. Due to the value that non-profits provide to people and worthy causes, we believe that non-profits warrant preferential pricing when paying for financial services. In general, we find that non-profits pay the same advisory fee rates as private clients. Chapman Capital Advisors intends to be a ‘disrupter’ by offering our services to non-profits at a fee rate that is more competitive than private client advisory fee levels. This pricing strategy will promote healthy competition among financial service providers and benefits all non-profits with lower advisory costs.
Investment Management
- Discretionary Management
- Asset Allocation Review
- Income Stream Analysis
- Portfolio Fee Analysis
- Coordination With Consultants
Community Dividend Philosophy
- Our Firm Practices Corporate Giving
- Reinvesting In Community With Money And Donated Time
- Advocating For Family Philanthropy
- Preferential Pricing For Non-Profits