Asset allocation, Equity Income, Dividend Growth and Fixed Income.

With over a century and a half of experience, Chancellor Asset Management is an independently Registered Investment Advisory firm (RIA) that provides stability, knowledge and perspective to our investors. We are comprised of experienced professionals dedicated to managing the assets of our clients. We balance costs against opportunities and risks to achieve your personal objectives. Each portfolio is given special attention through open architecture, safeguarding the objectivity of our asset managers and ensuring that we are providing the best advice to our clients.  You will be given a service that is personalized to your individual situation.

Robert A. Dwyer, Terrence W. Casey, Steven Davidowitz.

Who We Are

Chancellor Financial Group is a wealth advisory firm dedicated to providing a unique client experience through locally delivered, prudent asset management.

As an independent Registered Investment Advisory firm, Chancellor Financial is comprised of experienced professionals committed to providing customized tailored portfolios in accordance with each client’s goals and personal needs.

Our exclusive repeatable process, through open architecture, produces a safe, consistent, and superior client experience.

What We Offer

Equity Income

Growth

Fixed Income

Client Service

Chancellor Financial Group provides investment advice in consultation with our clients and through a mutually agreed upon Investment Policy Statement.  Additionally, and for client protection, all assets are held by a third party custodian.  The custodian assists Chancellor in preparation of account statements and back office transactions.  Our experienced team is available to meet at least semi-annually–or more frequently as determined by client need.