|Welcome to Stuart Chaussée & Associates, Inc.
Stuart Chaussée & Associates, Inc. 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.
Portfolio management services are typically available for accounts beginning at $1 million. Exceptions may be made for special situations. Investment management fees are paid on a quarterly basis, at the end of each quarter. Fees are billed based on a percentage of assets under management. Typical management fees are competitive and vary between 0.50% and 1.5% annually.
Our Web site offers detailed information about our services and how we manage money for clients. The Market Outlook section will show you our most recent thoughts on the market, risks, valuations and projections. This section is typically updated on a monthly basis. Other sections on the Web site offer information about how we handle client relations (FAQ), determine an appropriate portfolio allocation depending on valuations and stock and bond yields, as well as a generic Investment Policy Statement. In addition, there is a lot of useful information in the section titled Dividend Stocks & Bonds.
In addition to managing money, Stuart Chaussée is the author of five investment books including the award-winning Advanced Portfolio Management: Strategies for the Affluent (Palisade Business Press). Advanced Portfolio Management: Strategies for the Affluent, was noted in a Barron's article titled "The Best Investment Books of 2002." 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." His most recent writings, Understanding Risk, Investor Behavior and Surviving Bubbles and Dividend Investing for Income and Growth are included in Essential Works of Stuart Chaussée.
On the left-hand side of the Web site you will find PDFs of several books written by Stuart Chaussée. (Essential Works of Stuart Chaussée is 635 pages so it may take a few minutes to download). We suggest looking through the Table of Contents of each book for the chapters that may interest you most. For retirees we highly recommend two chapters in Dividend Investing for Income and Growth - Reasonable Return Expectations and Strategies for Safe Portfolio Withdrawals. Hopefully all investors will find the short book titled Understanding Risk, Investor Behavior and Surviving Bubbles a quick and enjoyable read as it covers important topics about risk and how our behavior can greatly influence portfolio returns.
Investment Books by Stuart Chaussée:
Portfolio Management for the Affluent: Guide to a tax-efficient, low-cost, growth-oriented portfolio
Stocks, Bonds and Greenspan's Model
Advanced Portfolio Management: Strategies for the Affluent
Understanding Risk, Investor Behavior and Surviving Bubbles
Dividend Investing for Income and Growth
This site is intended for qualified and interested U.S. investors residing in states where Stuart Chaussée
& Associates, Inc. is qualified to conduct business. The firm is a Registered Investment Advisor and may conduct business in states in which it is registered or where it qualifies for an exemption or exclusion from registration requirements. For more information please contact Stuart Chaussée
at 310-285-1759 or e-mail at firstname.lastname@example.org
Copyright 2015 Stuart Chaussee & Associates, Inc.
Photo: David Fairchild Studio