Investment management at your service.
At Chancellor Financial Services, Inc., our main objective is to assist our clients in navigating today’s complex investment marketplace to help accomplish their evolving investment aspirations and goals. The advice and recommendations you’ll receive are custom-tailored to you, factoring in your risk tolerance, goals, desired returns, time frame, and income specifications.
Our personalized approach to asset maximization allows us to offer innovative strategies for our clients. Our team of professionals share a common vision for success and customer service, and we provide investment management that caters to each specific investor.
As a fiduciary, we have an obligation to ensure the appropriate wealth management strategies are chosen based on the clients’ best interest. Therefore, we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Our goal is to maximize your investment returns through diversification of your assets* and a disciplined investment philosophy combined with rigorous risk management.
Strategic Alliances
Chancellor Financial Services, Inc., works with various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC-registered investment advisor firm offering clients over 20 proprietary portfolios. Portfolios are managed by their Senior Portfolio Manager Keith Gangl, CFA, and President Michael Binger, CFA.
Gangl and Binger each have more than 20 years of institutional investment experience and are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal and many other national publications.
Content provided by Gradient Investment, LLC an SEC-registered investment advisor.
*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.
This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by the firm. The firm refers clients to GI for portfolio management services. GI does not pay separate compensation to the firm in relation to its endorsement or any promotional services. However, the firm receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. The firm also shares in the revenue of GI via quarterly payments based on the amount of total assets the firm places with GI. This endorsement incentivizes the firm in increasing the assets placed with GI, and therefore the compensation received by the firm. The firm and its investment advisor representatives are not supervised by GI. While these conflicts of interest exist, the firm and its investment advisor representatives are subject to fiduciary duty and must act in the best interests of their clients. The firm and their clients are not required to use GI and may select other investment managers.
