What does Chapwood Investments do?

Chapwood Investments, LLC is an SEC Registered Investment Advisory Firm based in Plano, Texas, founded in 2005. Managed by Ed Butowsky and Kim Sams, the firm has a team of fewer than 25 employees and over 35 years of combined experience. Chapwood Investments specializes in wealth management and asset preservation for high net-worth individuals and families. The firm focuses on providing institutional-quality portfolio management tailored for small to medium-sized business owners. Its mission is to bring clarity to client finances by targeting specific rates of return to meet long-term needs. Chapwood offers a range of financial services, including investment forensics, asset management, risk management, retirement planning, and virtual family office services. The firm employs proprietary technology to enhance portfolio efficiency and management. Chapwood Investments serves a diverse clientele, including high net-worth individuals, professional athletes, successful entrepreneurs, and small to medium-sized business owners.