Chapman Investment Management, LLC

Chapman Investment Management provides discretionary portfolio management through separately managed accounts for individuals, trusts, estates and select institutional clients, including corporate pension plans, charitable foundations and academic endowments. Services cover taxable and retirement accounts and may include allocations to common and preferred stock, ADRs, corporate and municipal bonds, mutual funds, ETFs, REITs and cash equivalents.

The firm’s investment approach is long‑term and multi‑cap with a relatively concentrated, long‑only portfolio construction that emphasizes fundamental research, valuation discipline, businesses with durable competitive advantages and shareholder‑oriented management. It typically maintains low turnover, accommodates client‑imposed written restrictions, and, when advising on retirement rollovers, operates under ERISA fiduciary standards and provides a written retirement advice disclosure.

Distinctive features include managing roughly $200 million for about 62 clients while operating with a single senior investment professional, and serving both high‑net‑worth individuals and institutional entities — a scale and client mix that is uncommon for a one‑advisor supported firm. The firm generally does not allow client‑directed brokerage, recommends a single custodian and receives ancillary services from that custodian, does not charge performance‑based fees, and by default does not vote proxies for separately managed accounts; these operational choices are governed by the firm’s code of ethics and related policies.