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in Financial by Linda Jacobs
Financial planning and SRI management. Customized screening and allocation to reflect clients' life, financial, and social goals. Full spectrum of investments and insurance products (life, disability, long-term care). Accredited investment fiduciary.
'Change the world with your investing.' Advice to fiduciaries, trustees; financial planning; investment consulting; shareholder activism; financial, tax, estate, and business transition planning; SRI fee-based portfolio management; 401(k)s; same-sex
Chesapeake is ethically sound, technically proficient & built on collegial relationships. Clients with sophisticated social & environmental interests find comfort in our ability to translate their wishes into customized investment practices.
The firm manages the Legg Mason Investment Counsel Social Awareness Fund (SSIAX), a balanced fund invested 70% in equities and 30% in fixed income securities.
The firm partners with socially aware investors to create customized investment solutions in harmony with their moral and ethical values.
e-mail: send an e-mail
Combining socially screened portfolios with disciplined financial management since 1982. View current strategy updates and performance record on Web site.