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PreservingWealth.com
Welcome to Stuart Chaussee & Associates, Inc.
 
Stuart Chaussee & 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 indicators section will interest those of you who would like to know more about our outlook of the markets, and the indicators we follow that help guide our decisions. Market Outlook will show you our most recent thoughts on the market and positions for clients. 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 depending on risk profile (Questionnaire) as well as a generic Investment Policy Statement. In addition, there is a lot of useful information in the section Dividend Stocks & Bonds.

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 Chaussee's book titled Advanced Portfolio Management: Strategies for the Affluent. The staff of Barron's chose Advanced Portfolio Management as "one of the best investment books of 2002." While somewhat dated, there is still much pertinent information in the book.

This site is intended for qualified and interested U.S. investors residing in states where Stuart Chaussee & 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 Chaussee at 310-285-1759 or e-mail at stuartchaussee@msn.com
 

Copyright 2014 Stuart Chaussee & Associates, Inc.
Photo: David Fairchild Studio