Chesapeake Investment Management LLC

Chesapeake Investment Management provides fee-based asset management and consulting to individuals, trusts, foundations, not-for-profit associations, corporations and retirement plans, managing roughly $200–210 million for just under 400 client accounts. The firm generally serves high-net-worth households and institutional clients and typically requires a minimum account size (customarily $250,000, though waivers are available).

The firm uses individualized, discretionary portfolio management guided by a client profile and a customized investment policy statement, with portfolios concentrated in individual equity and fixed‑income securities and a tendency toward low turnover. Client relationships begin with in‑depth interviews to assess age, financial position, goals and risk tolerance, and accounts are reviewed on a regular quarterly cycle with continuous monitoring of holdings.

What distinguishes the firm from many peers is that several of its representatives maintain separate financial‑services businesses — including an insurance agency and a special‑needs planning practice — which operate independently and offer services under separate agreements rather than as integrated in‑house financial planning. Chesapeake does not provide custody of client funds, does not accept performance‑based fees, and does not offer firm‑level financial planning as part of its advisory services, reflecting a focus on investment management for higher‑tier clients rather than broad financial planning for mass‑market individuals.