Chrome Advisors

Chrome Advisors advises individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities, offering asset management, financial planning, retirement plan consulting, and portfolio monitoring for both custodial and non‑custodial accounts. The firm also provides specialized consulting services that can include estate and tax planning, corporate structure and cost‑segregation analysis.

The firm tailors portfolios through asset‑allocation-driven strategies and ongoing monitoring, using a mix of quantitative and qualitative analysis, sector and technical analysis, and both long‑ and short‑term trading tools (including options and margin when appropriate). Chrome implements client strategies using third‑party platforms and sub‑advisers—naming Envestnet and ARIA Wealth Management as execution channels—and may recommend securities‑based or insurance‑backed lending for eligible high‑net‑worth clients.

Notable differences from many peers include the firm’s insurance ties: representatives are licensed insurance agents/brokers who offer insurance products and receive customary compensation, and the brochure discloses relationships with insurance‑industry activities and the handling of insurance company clients, a combination that is uncommon among supported advisers. The firm also highlights monitoring of non‑custodial accounts (401(k)s, 529s, annuities), the use of sub‑advisers for implementation, and periodic due diligence of third‑party service providers (including those with AI components).