Chrysalis Investment Management, LLC was founded in 2008 with the purpose of providing high net worth individuals the benefits of dedicated, customized investment planning.
As an individual that has carefully accumulated assets, you deserve the benefits of a unique and exclusive Private Account managed by Chrysalis and their management team.
The advantages of a Privately Managed Account are numerous. This includes, but are not limited to:
- Personal funds are not affected by other investors as may be the case with pooled investment vehicles.
- Ownership directly in the companies that you invest in.
- Personalized & customized service by our management team.
- Direct communication with the Portfolio Manager, as well as customized reporting.
- Client changes can be performed in an efficient & direct manner.
- Specific constraints or desires can be implemented by you.
- Privately Managed Accounts are specifically designed to be tax efficient for your needs.
- Continuous supervisory services on your investments.