CHESAPEAKE INVESTMENT MANAGEMENT LLC

Overview

Chesapeake Investment Management LLC is a compact, privately owned advisory firm that focuses on discretionary portfolio management for individuals, families and some institutional clients. The firm runs a fee model that blends percentage-of-assets and fixed-fee engagements and concentrates its practice on tailored portfolio management for individuals and small businesses rather than large institutional mandates or pension consulting. Investment activity shows a clear tilt toward publicly traded equities deployed through exchange-traded instruments and separately managed structures, supplemented by traditional mutual funds and selected alternative exposures for diversification. The adviser is not positioned as an ESG-focused manager, and it does not act as a capital allocator or multi-state adviser. Its operating model emphasizes direct portfolio management with customization capabilities, using SMA frameworks to implement core equity exposures and tax or client-specific adjustments where appropriate.

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Public Holdings

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Location & Offices