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.
Investment Management
We Can Improve Your Performance and Reduce Your Risk
Investing well requires attention to detail and skill, not luck. As professionally certified investors, of which only 4% of investors are, we possess the necessary expertise to optimally manage your investments, both taxation and return wise, according to what is best for you. Our unique and sophisticated investment strategy centers on human behavior, allowing us to withstand downturns by quickly moving to safety during market shocks, crashes, and panics while still capturing the upside during bull markets, leading to long-term outperformance.
Benefits of
Investment Management
Optimal Strategies Lead to Better Outcomes
The Best Chance Of Success
Whether 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.Proactive Management
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.
Get the Most From Your Investment Management
Independent Fiduciary Firm
As an independent, fee-only- fiduciary firm, we are rare, as less than 15% of all advisors are fiduciaries. Fiduciaries are ethically and legally bound to put their interests aside in favor of doing what is best for you.
Certified Expertise
Less than 20% of financial advisors are Certified Financial Planners (CFP), less than 4% are Chartered Financial Analysts (CFA), and less than 3% are Certified Investment Management Analysts (CIMA). We have all three.
The Value of our Team
You won’t work with just one person; instead, all of our experts are always put to work on your behalf, providing you with decades of combined experience and expertise.
We Do The Work For You
We manage your investments on your behalf, doing the day to day work for you. That way, you can rest assured knowing that every detail is being looked after by experts, freeing you up to invest your time in other pursuits.
We Keep You Informed
We tailor our personal communication to your preferences, so you can ensure that you always get exactly what you want information wise. Investment performance and progress and can be tracked digitally at any time.
