Understanding if what you have is what you need | The CHIP Score
In this video, we introduce one of the various investment tools we use at Chapwood Investments. With the CHIP Score, you will be able to better understand the details of your portfolio and if your investments are setting you up for the future you are anticipating.
We welcome you to try out this proprietary tool at:
https://chapwoodinvestments.com/tools/chip-score/
Feel free to reach out with any questions or comments, we would be happy to share more about our firm's capabilities!
➡️ About Chapwood Investments ⬅️
Since it was formed in 2005, Chapwood Investments has helped countless high-net-worth clients bring clarity and understanding to their portfolio management by targeting specific rates of return to meet their long-term needs.
Managing Partners Ed Butowsky and Kim Sams founded the firm after lengthy careers in the investment industry. Ed has been featured on several networks including Fox News, CNBC, ABC, ESPN, and more. He is viewed as a trusted advisor to serial entrepreneurs, successful business owners, and professional athletes.
Chapwood Investments was formed for one simple reason: To help clients understand and give perspective and knowledge of what they already have in their portfolios.
Most clients have no idea what it is that they own and what they should expect from what they own. So, Chapwood Investments was built to give people that knowledge. For more information, visit https://chapwoodinvestments.com/
➡️ Questions for Ed Butowsky or Chapwood Investments? ⬅️
If you have any comments or recommendations for subject matters on future videos you would like to see covered, please share them at ed@chapwoodinvestments.com or for Jordan McFarland at jordan@chapwoodinvestments.com.
➡️ Looking for more information? ⬅️
Consider adding Ed's book, Wealth Mismanagement, to your collection. It is available on Amazon and Barnes & Noble. Visit https://edbutowskybook.com/ for more information.
And be sure to subscribe to the channel and visit us at ChapwoodInvestments.com for more investment and wealth management news and information.
➡️ Want to Connect? ⬅️
Facebook – https://www.facebook.com/ebutowskypub/
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Instagram- https://www.instagram.com/chapwood_in...
Twitter – https://twitter.com/EdButowsky/
Website Link – https://www.edbutowsky.com/
Chapwood Investments, LLC is an SEC Registered Investment Advisory Firm (SEC.gov). No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.
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