Getting Started with Cheviot Value Management
Do you have a minimum investment?
Our minimum investment is $500,000.00, though, in certain
circumstances, we are willing to accept a smaller initial
investment if it represents all of one’s assets set aside for long-term investment.
Will I receive personal attention?
At Cheviot Value Management, we pride ourselves on being able to
offer our clients the personal attention other firms simply are
not able to provide. Each individual's account is invested in
accordance with the personal investment, financial, and estate
planning objectives of the client. We are also able to provide
legal and accounting referrals, based on a client’s particular
needs.
Can I have my account at any brokerage firm I choose?
While we certainly make every attempt to accommodate each client’s
wishes, 95% of our clients have chosen Charles Schwab & Co. as
their custodian. It is our experience that Charles Schwab & Co.
offers superior service and execution to the investment advisor
client. If there is a legal reason why a person's assets must remain at another firm (a rare situation), we may agree to manage that account. (Note: CVM
is in no way affiliated with Charles Schwab & Co. beyond the
custodial arrangements our clients have established.)
Will I know what you’re buying for my account?
Yes. Clients receive confirmations from Charles Schwab & Co.
following each purchase and sale. In addition, clients have full
access to their account information via the Internet. Finally,
clients receive quarterly statements from Cheviot Value Management.
How do I get started with Cheviot Value Management?
Once you decide to become a client, the steps taken are as follows:
Both parties sign an agreement of investment management.
An account is opened at our custodian, Charles Schwab & Co.
Assets are transferred to your Schwab account.
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