Chandler Asset Management Inc logo

Chandler Asset Management Inc

Updated today

Total assets under management

$45,311,900,938

Total clients

0

Total advisors

23

of 54 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

0

Average account size

About

Chandler Asset Management is an SEC‑registered, employee‑owned investment manager that provides fixed income and multi‑asset class portfolio management, consulting, consolidated reporting and ESG reporting services primarily to institutional and pooled clients. The brochure identifies its client base as including state and local governments, local government investment pools (FL SAFE and CalFIT), hospitals, foundations, endowments, pension and profit‑sharing plans, corporations and charitable organizations.

The firm’s investment approach centers on a conservative, risk‑controlled fixed income process that uses constrained duration, sector allocation, active term‑structure positioning and security selection driven by a proprietary credit evaluation and a quantitative Horizon Analysis Model. For multi‑asset mandates Chandler selects mutual funds and ETFs, monitors manager performance, and rebalances portfolios on a regular schedule.

Chandler manages a substantial institutional asset base (over $45 billion as disclosed) and operates through multiple offices, and the brochure highlights its role as both investment manager and administrative provider to public‑sector LGIPs, a structure the firm discloses may give rise to conflicts because of common ownership with an affiliated broker‑dealer (Chandler Distribution Services, LLC). The firm also offers negotiated consulting and reporting services (including ESG reporting and consolidated reporting for non‑managed assets), capabilities and client types that are less common among managers that principally focus on pooled or institutional mandates.

Client services

Portfolio management Consulting, lgip administrative services

Expertise

Passive / index investing Active portfolio management Wealth management

Occupation focus

Government Employee Founder/Business Owner University Employee

Fee options

Fixed

Consulting services fees may be fixed fees as agreed with client.

Percentage

$0+: 0.15% annually (Fixed Income Portfolio Management, minimum $20 million) $0+: 0.25% annually (Multi Asset Class Portfolio Management, minimum $1 million)

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000,000 Fee-only: Consulting fees can be fixed fees or hourly up to $500/hour; no minimum fee for consulting services.

Main office location

Chandler Asset Management Inc

9255 Towne Centre Drive, Suite 600

San Diego CA 92121, United States

Number of offices

7

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Carlos O

Series 63, Series 65

San Diego, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

Kara H

Series 65

San Diego, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

Karl M

Series 63, Series 65

San Diego, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

Aneil M

Series 63, Series 65

Walnut Creek, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

Alayne S

Series 65

San Diego, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

Scott P

Series 63

Seattle, WA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

Nicole D

Series 66

San Diego, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

Rare W

CFA®, Series 66

San Diego, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

Michael R

Series 63, Series 65

San Diego, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

John M

CFA®, Series 63

San Diego, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

Martin C

CFA®

San Diego, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

Genevieve L

CFA®, Series 63

San Diego, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

Jason W

CFA®, Series 63

San Diego, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

William D

CFA®, Series 63, Series 66

San Diego, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
user avatar

James N

CFA®, Series 63

San Diego, CA

Chandler Asset Management Inc

Passive / index investing Active portfolio management Wealth management Government Employee Founder/Business Owner University Employee
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