Chicory Wealth

Chicory Wealth is a multi‑team registered investment adviser that provides financial life planning and discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates and charitable organizations; it also offers tax preparation and estate‑planning coordination for separate fees. The firm reports managing roughly $683 million for about 478 clients through a team of 11 advisors and makes model portfolio services available to other registered investment advisers.

The firm’s investment process blends fundamental analysis, modern portfolio theory, quantitative models and environmental, social and governance (ESG) metrics to develop client‑specific asset allocations, typically implemented with a long‑term discretionary trading approach. Clients receive ongoing financial life planning with periodic reviews and may impose investment restrictions; householding is used to determine fee tiers and accounts are reviewed at least annually.

Chicory Wealth is notable among peers for acting as the general partner and investment manager of the CW Alpha Fund and for advising pooled investment vehicles and private funds, arrangements the brochure discloses along with related conflict‑of‑interest considerations. The firm also offers model portfolios and operational support to other RIAs, discloses the use of client testimonials in advertising, and participates on a third‑party custody platform that provides platform services and discounted software — features that are relatively uncommon for multi‑team advisers.