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Welcome to Stuart Chaussée & Associates
Stuart Chaussée & Associates is an independent, investment management firm located in Southern California. As independent advisors, we work on a fee-only basis. We offer clients unbiased, objective advice on portfolio management and investment planning. Stuart Chaussée has 20+ years experience as an investment advisor and portfolio manager.
In addition to managing money, Registered Investment Advisor, Stuart Chaussée, is the author of three investment books, written primarily for affluent investors. Stuart Chaussée’s most recent book, Advanced Portfolio Management: Strategies for the Affluent, was noted in a Barron's article titled "The Best Investment Books." Barron's staff said "Advanced Portfolio Management is aimed mainly at seasoned investors, though it describes complicated issues clearly and simply and gives advice that might be useful to both pros and amateurs."
Portfolio management services are typically available for accounts beginning at $500,000. (Exceptions will be made for special situations.) Portfolios of this size and above are typically comprised of individual securities (common and/or preferred stocks, and bonds). In addition, some larger portfolios will also hold baskets of securities. These will typically be ETFs (exchange-traded funds) or CEFs (closed-end funds).
We also offer investment management services for investors beginning at $100,000. These portfolios may be comprised entirely of baskets of securities (ETFs and/or CEFs), rather than individual securities. We believe this allows us to adequately diversify a portfolio at these levels.
Investment management fees are paid on a quarterly basis, at the end of each quarter. Fees are typically 1% annually, as a percentage of assets under management. (Fees range from .50% to 1.5%.)
Our investment services are most appropriate for conservative or moderate investors, perhaps retired or nearing retirement. Your primary financial objectives are preservation of wealth and steady, consistent growth of your assets.
Our Web site offers detailed information about our services and how we manage money. There is a wealth of information provided on the left-hand side of our site, covering many investment management topics. These topics are taken from chapters in Stuart Chaussée’s book titled Advanced Portfolio Management: Strategies for the Affluent. They are in PDF format. The categories located at the top of this Web page are in HTML format.
To properly view all content on this site you will need Adobe Acrobat Reader.
Stuart Chaussée's investment management services have been advertised on CNBC, CNN (Larry King Live), KNX (CBS Radio), KABC (Bob Brinker's Money Talk), KRLA, and in Variety, the International Herald Tribune, The Jewish Journal, Daily Breeze, Orange County Register, Palos Verdes Peninsula News, USC Trojan Family Magazine, UCLA Magazine, UC Berkeley - California Magazine and the Los Angeles Times.
This site is intended for qualified clients and interested U.S. investors residing in states where Stuart Chaussée & Associates is qualified to conduct investment advisory services. Stuart Chaussée & Associates is a Registered Investment Advisor with the SEC. Stuart Chaussée & Associates may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Please contact the firm to find out if we conduct advisory services in the state where you reside. 800.926.4880.
© Copyright 2002-2007 Stuart Chaussée & Associates
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