Chesapeake Asset Management

At Chesapeake Asset Management, we pride ourselves on being a fee-based investment advisory firm dedicated to building tailored portfolios that reflect our clients' objectives, values, and concerns. Our extensive financial expertise and research enable us to invest responsibly, achieve sound performance, and preserve capital. We value our clients, their input, and our relationships - many lasting well over a decade. Our approach to investing is straightforward: we offer careful planning, global thinking, and comprehensive investment advice.

Our History

We are a well-established firm with experience in dealing with market declines and advances. Our founder, Linda Mundy, began her career as a commercial lending officer analyzing the credit-worthiness of large corporations seeking loans. Subsequent work for an M.B.A. at the Harvard Business School brought home the importance of attending to management skills of company executives as well as the balance sheets and income statement of their firms. Over the last 15 years, often at the request of her clients, she has incorporated responsibility concerns in company evaluations.

Our Services

We offer, first, our competence in evaluating companies and markets. We are absolutely dedicated to providing the highest standards of personal service to our clients. Virtually all come to us via referrals from other clients and the vast majority remain with us, not only as clients, but also as friends. They are highly educated, well-traveled, individual family investors who bring a diversity of concerns and want individualized attention to their investment needs. Through lots of direct communication and personal visits, we help clients to construct and manage portfolios that make sense to them. We recommend and provide long-term financial projections for individuals moving toward retirement.

What We Offer

We offer careful planning, global thinking, and comprehensive investment advice. We are committed to providing the highest standards of personal service to our clients. We help clients to construct and manage portfolios that balance growth with the preservation of capital. We remain sensitive to risk and are willing to forego some short-term gains. We are comfortable evaluating clients' investments such as real estate or businesses that may not fit neatly into a security portfolio.