3Chopt Investment Partners LLC

Scott Storey is a financial advisor with 3Chopt Investment Partners LLC in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior roles include positions at Ba Securities, Ralston Creek Capital, and BB&T Securities. Outside of his advisory work, he is a shareholder and board member of Medivisuals LLC and provides business management services to related entities. 3Chopt Investment Partners offers discretionary and non-discretionary portfolio management, financial planning, Outsourced CIO, and family office services to high-net-worth individuals, trusts, foundations, pension plans, and family offices. The firm employs an asset-allocation strategy combining long-term strategic allocations with tactical adjustments, supported by customized Investment Policy Statements and ongoing portfolio oversight.

Peter Fryer is a financial advisor at 3Chopt Investment Partners LLC in Richmond, VA, holding Series 65 and Series 66 licenses with seven years of industry experience. His prior roles include positions at 55I, LLC and Lord, Abbett & Co. LLC. 3Chopt Investment Partners provides discretionary and non-discretionary portfolio management, financial planning, Outsourced CIO, and family office services to individuals, trusts, foundations, pension plans, and family offices. The firm employs an asset-allocation approach that combines long-term strategic allocations with tactical adjustments, tailoring Investment Policy Statements for each client and conducting ongoing manager and performance reviews.

Stuart Dillard is a financial advisor with 21 years of industry experience, currently with 3Chopt Investment Partners LLC. He holds Series 63, 65, and 66 licenses and has worked previously at Funds Distributor, LLC and Thompson, Siegel & Walmsley LLC. He serves on the board of the Country Club of Virginia. 3Chopt Investment Partners provides portfolio management, financial planning, Outsourced CIO, and family office services to individuals, trusts, foundations, pension plans, and family offices. The firm uses an asset-allocation approach with customized Investment Policy Statements and manages a range of investment vehicles, including equities, fixed income, mutual funds, ETFs, and alternative investments.

William Thomas is a CFP® professional with four years of industry experience. He is currently with 3Chopt Investment Partners LLC, where he has worked since 2022. Prior to that, he held roles at Funds Distributor, LLC and Thompson, Seigel & Walmsley LLC. 3Chopt Investment Partners provides discretionary and non-discretionary portfolio management, financial planning, Outsourced CIO, and family office services primarily to high-net-worth individuals, trusts, foundations, pension plans, and family offices. The firm employs an asset-allocation approach combining long-term strategic allocations with tactical adjustments and develops customized Investment Policy Statements overseen by its Investment Committee.