Chacon Diaz & Di Virgilio has a specialized and disciplined investment management practice. We have essential knowledge in portfolio construction and tactical strategy. We provide counsel on a wide range of investment matters, including analyzing Trusts, IRA’s, ROTH’s, 403b’s, 401k’s, SIMPLE’s, SEP’s, DROP, Pension Plans, concentrated stock, stock options, restricted stock, and taxable accounts.

We work with clients to develop a Multiple Asset Class Investing Strategy, which is designed to generate superior long-term results while minimizing investment volatility through efficient global diversification.

Our clients are national in scope, and encompass virtually every industry and profession.