Chacon Diaz & Di Virgilio is an independent, fee-only fiduciary firm that is legally and ethically obligated to always do what is in your best interest. Since our founding in 2009, we have helped people optimally manage their investments, and we can do the same for you. From preserving capital to building wealth, we can improve your results and reduce your risk.
We Can Improve Your Performance and Reduce Your Risk
The Best Chance Of SuccessWhether you are preserving capital or building wealth, there is a plethora of historical evidence and data the suggests that choosing the right strategy will significantly increase your probability of success.
The economic and geo-political landscape is always changing and requires constant monitoring. We stay on top of what’s happening each day so that you don’t have to. We invest on your behalf, always doing what is best for you, just as you would do for yourself if you had the time, expertise, and desire to manage your own investments optimally.
Peace of Mind
For years we have improved the investment strategy of individuals, families, businesses, and institutions across the country, and we will do the same for you. You can put your head on the pillow at night knowing that every resource you have is optimized and in the best possible position to succeed.
Long Term Stability
When we take on clients, we take them on for life. You gain a long term partner who will walk beside you and ensure that all of your investment needs are looked after and taken care of.