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Chesley Taft & Associates – Investment Management

Personalized portfolio management is our businessWelcome to Chesley, Taft &. Together our firm’s portfolio managers have well over 200 years of investment experience. We have worked in brokerage firms, asset management firms and trust companies. We have been research analysts, fund managers, trust administrators and portfolio managers. This affords us a broad market perspective and a keen sensitivity to clients and their investment goals. Chesley, Taft & Associates, LLC. 135 S LaSalle Street, Suite 2900.

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Chesley Taft & Associates – Investment Management | chesleytaft.com Reviews

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Personalized portfolio management is our businessWelcome to Chesley, Taft &. Together our firm’s portfolio managers have well over 200 years of investment experience. We have worked in brokerage firms, asset management firms and trust companies. We have been research analysts, fund managers, trust administrators and portfolio managers. This affords us a broad market perspective and a keen sensitivity to clients and their investment goals. Chesley, Taft & Associates, LLC. 135 S LaSalle Street, Suite 2900.

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2 ct&a team

3 investment management

4 equity

5 fixed income

6 investment commentary

7 disclosures

8 menu

9 associates

10 meet our team

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Chesley Taft & Associates – Investment Management | chesleytaft.com Reviews

https://chesleytaft.com

Personalized portfolio management is our businessWelcome to Chesley, Taft &. Together our firm’s portfolio managers have well over 200 years of investment experience. We have worked in brokerage firms, asset management firms and trust companies. We have been research analysts, fund managers, trust administrators and portfolio managers. This affords us a broad market perspective and a keen sensitivity to clients and their investment goals. Chesley, Taft & Associates, LLC. 135 S LaSalle Street, Suite 2900.

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chesleytaft.com

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Investment Management – Chesley Taft & Associates

http://www.chesleytaft.com/investmentmanagement

Achieving our client’s financial goals is dependent on our understanding their personal/family situation, financial resources, tax status, and risk tolerance. We translate that understanding into a unique and comprehensive portfolio plan. We work with our client’s other trusted advisors to coordinate their investment, financial, tax, and estate planning strategies. Purchasing securities is only half of the process. Selling is critical. We are careful not to over-react but we do monitor trading an...Such ...

2

Disclosures – Chesley Taft & Associates

http://www.chesleytaft.com/disclosures

Top 50 Registered Investment Advisers. Top 300 Registered Investment Advisers. The Financial Times,. The relationship between Chesley, Taft & Associates, LLC and our clients is the most important asset of our firm. We strive to maintain your trust and confidence in our firm, an essential aspect of which is our commitment to protect your personal information to the best of our ability. CT&A Qualifications and Business Practices, Form ADV. ADV Part 2 Brochure Qualifications and Business Practices.

3

Investment Commentary – Chesley Taft & Associates

http://www.chesleytaft.com/investmentcommentary

Read about the latest thinking from our portfolio managers pertaining to our business. 2016 First Quarter Review. By William A. Goldstein, April 12, 2016. We ended the first quarter of 2016 back where we started. Stocks were about unchanged with the S and P 500 Stock Index up 0.8% and short term interest rates little changed. Getting back where we started, however, was a roller coaster ride for stocks, as the S and P 500 declined 13% and then recovered. A Brief Market Comment - China and the Markets.

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Why CT&A – Chesley Taft & Associates

http://www.chesleytaft.com/whycta

Unbiased, Independent Thinking. We are the owners and operators of our firm. We are not affiliated with any mutual funds, brokerage firms, banks or insurance agencies. We have no proprietary products to sell. Everything we invest in or recommend is simply driven by the needs and goals of our clients. View our Privacy Policy. 2016 Chesley, Taft and Associates, LLC 135 S. LaSalle Street, Suite 2900, Chicago, IL 60603 Phone: (312) 873-1260 Toll-free: (866) 243-7838.

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CT&A Team – Chesley Taft & Associates

http://www.chesleytaft.com/cta_team

Our portfolio managers average over 35 years of experience encompassing the full range of market cycles and investment trends. We each bring our own investment experience and perspective to the investment process. Collectively we benefit from the variety of viewpoints, and individually we enjoy the flexibility to bring our unique point of view to our clients. Faris F. Chesley. DePauw University, B.A. in Economics. Golden Key Honorary Society. William A. Goldstein. Mr Goldstein has over forty years of inv...

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Chesley Taft & Associates – Investment Management

Personalized portfolio management is our businessWelcome to Chesley, Taft &. Together our firm’s portfolio managers have well over 200 years of investment experience. We have worked in brokerage firms, asset management firms and trust companies. We have been research analysts, fund managers, trust administrators and portfolio managers. This affords us a broad market perspective and a keen sensitivity to clients and their investment goals. Chesley, Taft & Associates, LLC. 135 S LaSalle Street, Suite 2900.

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