Chatham Capital Group Celebrates 25 successful years

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SAVANNAH, Ga. - eTradeWire -- Chatham Capital Group (CCG), a fiduciary investment advisory and wealth management firm with offices in Savannah, Ga., and Hilton Head, S.C., is celebrating its 25th year in business in 2021. After three decades of managing investment portfolios for institutional clients, Ted Muller, Guy Palmer and Bruce Fielitz founded Chatham Capital in 1996. It is led today by its four principals: Rick Muller, Philip Palmer, and Bill Fielitz, the three founder's sons, as well as Jason Allen. The company oversees more than $500 million in assets for individuals, families and related charitable entities.

"We soon realized that 'retirement' was not all that it's purported to be. Reading the newspaper doesn't take long, and there's only so much golf I wanted to play. The capital markets and investments have always fascinated us, and we enjoyed working together, so we were excited to begin the next phase of our lives," Bruce Fielitz said.

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Chatham Capital has been approached numerous times with offers to buy the firm, but with no clear benefit to the client base, such propositions have not been entertained. The company's independence, fee-only structure, and size set it apart from competitors. The tight group of experienced professionals making executive decisions is optimal and allows for a stronger focus on client-specific matters impossible at larger firms.

"Research shows that smaller groups of approximately five or six people are best for decision making. Any fewer doesn't provide adequate perspective, but more makes the process unwieldy," Philip Palmer explains. "Our specialty is taking complicated financial situations and distilling the information into a framework that can be evaluated and analyzed, to properly develop a strategy for moving forward. We really excel with clients who have a lot of moving parts," he added.

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Keeping up with the proliferation and accessibility of investment choices is another way they have exceeded expectations. Chatham Capital also specializes in finding under-the-radar opportunities and exploiting valuation deficiencies in small-cap companies that work with their long-term philosophy.

The founders set the bar and the current executive team strives to retain those principles and build on them. The result has been a stable and enduring team of investment advisors who only succeed when their clients do.

"Alternative investment options like hedge funds, private equity, exchange-traded funds and the like that were either quite limited or did not exist then are commonplace today. Now that it is so much easier to access limitless information, the challenge is to distill all that data and put it into a cohesive, usable platform that informs decisions. The ability to make it work and remain adaptable to change has been immensely beneficial to our clients," Allen said.

Cynthia Cradduck

Filed Under: Banking

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