Chapman Capital Advisors | Client Portal

Non-Profit Clients

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

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Advisory services offered through Victrix Investment Advisors

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