Investment Management

At Chancellor Financial Services, Inc., we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs. Our investment strategies are designed based on your investment goals.

Strategic Alliances

Chancellor Financial Services, Inc. offers professional money management through 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. The portfolios are managed by their Senior Portfolio Manager, Michael Binger, CFA; and Senior Investment Analyst, Mariann Montagne, CFA.

These two industry leaders now offer our clients their combined expertise. Binger brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. Montagne has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. In addition, Binger and Montagne are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal and have many other national publications.

Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals.

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC.  A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.


Market Reflections

2022

December