Chalk Creek is an independent Registered Investment Advisor. We cater our investment expertise to match your individual needs. Through strategic asset allocation, idiosyncratic investing ideas, tactical trading, and sophisticated hedging techniques, we aim to build diversified portfolios for all market environments.
Customization
We craft portfolios to match the needs of specific investors. Risk Tolerance, Time Horizon, Taxes, and Investment Objective together make up the framework for the holistic view of each investor's needs.
Portfolio Management
We believe in constructing portfolios that use the three basic variates of the market: company fundamentals, the economic or macro environment, and quantitative analysis.
Risk Management
Risk Management boils down to accurately measuring the amount of potential reward per unit of risk taken. We constantly monitor and rebalance our investment exposures.
Technology/Custody
Chalk Creek has partnered with TD Ameritrade Institutional as its custodian. TD's Veo One portfolio management system and Think Pipes trading system are both first class platforms.
Compliance
Compliance is paramount at Chalk Creek. We have adopted industry best-practices and follow a rigorous set of checks and balances.
High Conviction
We believe in what we do. We invest our own money in the "Chalk Creek" portfolio. Our interests are aligned with those of our clients.
