Through our subsidiary, CH Global Capital Management, LLC, an SEC-registered investment advisor*, we provide highly tailored investment advisory services to families, business owners and successful entrepreneurs with substantial investible assets, focusing on capital preservation and on long-term capital appreciation
We approach our client relationships as a long-term “partnership” with a full alignment of interests and dedicated, personalized attention
Our fee structure is designed to allow for strong alignment with our clients’ interests. We strive for our clients to be as involved as possible in the investment decisions, keeping a constant dialogue while seeking a complete alignment in investment decisions.
We specialize in building highly tailored portfolios that reflect our client’s investment objectives, liquidity requirements and risk tolerance
Our investment advice process begins with the identification of the client’s profile and objectives, in order to develop appropriate diversification strategies and highly customized portfolios.
Asset class diversification with a large component of "longer term" alternative investments following an "endowment" model is at the core of our investment philosophy
Investments range from traditional asset classes to alternative asset classes, which have the potential to provide superior risk-adjusted performance, lower volatility, and additional diversification.
Our long-standing presence in New York, experience in global markets, and global network allow us to provide our clients with differentiated investment advice and access to attractive investments
We have developed long-standing relationships with third party alternative asset management firms and large family offices throughout the world, which allow us to source attractive investments.
*CH Global Capital Management is registered as an Investment Advisor with the U.S. Securities and Exchange Commission. Additional information about CH Global Capital Management, including our Form ADV and our Form CRS, is available on the SEC’s website at www.adviserinfo.sec.gov. The Form CRS can also be accessed directly here
