Freedom is knowing
your wealth is in good hands
Enjoy better wealth outcomes and increased
peace of mind with independent wealth counsel tailored to your needs.
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Your Personal CFO
We combine multidisciplinary capabilities and an integrated teamapproach to translate complexity into clear strategies that simplify your financial life.
Building trust over generations
Holistic Support, Customized Service
Guided by your objectives, we provide sophisticated investment, tax, risk, and estate planning solutions to optimize your outcomes against measurable benchmarks.
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Our team creates a comprehensive financial blueprint for you or your family. We work closely with you to identify key financial priorities and develop personalized strategies that address your unique needs and objectives.
Stories
Impact & Legacy
Chronicle Wealth Highlights
Our independent approach to wealth counsel and client-centric focus put your needs and goals front and centre in everything we do.Our independent approach to wealth counsel and client-centric focus put your needs and goals front and centre in everything we do.
$750mm
assets on platform
4/5
of our clients are business owners
200+
client families
55
client families
Who We Help
Individuals & Families
Individuals & Families
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We act as your personal CFO, implementing a holistic financial plan tailored to your unique personal or family needs. This gives you greater freedom to focus on other areas of your life, confident in the knowledge that your finances are in good hands.
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Independent Wealth Counsel for Successful Individuals & Families
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Plan
We use the expertise of our multidisciplinary team to develop a tailored plan with sound strategies aligned with your financial goals and best interests.
Protecting your financial well-being is a top priority. Our risk management services help you identify and mitigate potential risks to your financial security. We deploy customized risk management strategies and insurance solutions to address a variety of risks, including market volatility, economic downturns, and unforeseen events.
Grow
We proactively implement, monitor, and
update your financial plan to grow your
wealth in line with your objectives and
report on progress.
Secure
We proactively implement, monitor, and
update your financial plan to grow your
wealth in line with your objectives and
report on progress.
Frequently Asked Questions
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Making the complex, simple. Morbi ac consectetur est. Aenean vestibulum lectus sed purus egestas, quis pharetra lectus scelerisque. Aliquam auctor augue vel justo consequat tempor. Aenean vestibulum lectus sed purus egestas, quis pharetra lectus scelerisque. Aliquam auctor augue vel justo consequat tempor.
Every member of our multidisciplinary team brings deep expertise
in their area of professional practice. However, it is the way
we work collaboratively to tackle complexity and care for
our clients that allows us to deliver exceptional results while
nurturing long-term client relationships.
Rachel Lin
Portfolio Administrator
Nibe Lukose
Underwriting Manager
Gerry Guilfoyle
In Memoriam
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– Andrew Guilfoyle
Generations of trusted wealth counsel
Our long-term thinking as wealth advisors go hand in hand with our focus on building long-term relationships. Some of our clients have been with us for over 50 years, and for some client families we are now working with the third and fourth generations.
Cumulative Client Capital
$59.2mm
$56.8mm
December 2022
$53.2mm
June 2022
Our investment management principles
We start with one or more conversations with you in which we get to know each other at a high level and assess whether there is a potential fit to work together. If both parties think there could be a fit, we proceed to information sharing and discovery.
We start with one or more conversations with you in which we get to know each other at a high level and assess whether there is a potential fit to work together. If both parties think there could be a fit, we proceed to information sharing and discovery.
We start with one or more conversations with you in which we get to know each other at a high level and assess whether there is a potential fit to work together. If both parties think there could be a fit, we proceed to information sharing and discovery.
We start with one or more conversations with you in which we get to know each other at a high level and assess whether there is a potential fit to work together. If both parties think there could be a fit, we proceed to information sharing and discovery.
We start with one or more conversations with you in which we get to know each other at a high level and assess whether there is a potential fit to work together. If both parties think there could be a fit, we proceed to information sharing and discovery.
Our sophisticated investment management platform has a singular focus.
To optimize your investment outcomes through a goals-based investment plan built with best-in-class offerings across a broad range of asset classes.
Our investment management principles
Understanding your purpose for saving and investing is critical to tailoring your portfolio strategy
Adhering to an approach and focusing on the long-term leads to successful investment outcomes
Our decision-making process is evidence-based
Adhering to an approach and focusing on the long-term leads to successful investment outcomes
Private market investments and alternative strategies have the potential to enhance long term risk-adjusted returns
Adhering to an approach and focusing on the long-term leads to successful investment outcomes
Adhering to an approach and focusing on the long-term leads to successful investment outcomes
Cumulative client capital
Investors have the opportunity to make a commitment to the Fund twice per year (on June 30th and December 31st). As capital is required for private equity opportunities, it is drawn on a pro rata basis from all investors with outstanding funding commitments.
Our objective is to get investors fully invested on these commitments over a period of approximately three years.
999%
floating rate loans
99%
first lien senior secured loans
Key fund terms
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$250K
Minimum commitment amount
2.5-3.5years
Targeted capital call investment period
12months
lock-up period, followed by quarterly redemptions up to 5% of the fund
1/5annual
Perpetual fund with semi-annual subscriptions
Chronicle Diversified Private Credit Fund
“Previously, we were unsure about how we were doing financially and how best to manage our wealth. The Chronicle team has given us greater peace of mind.”
David & Susan, Married, Near retirement