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Chesley Taft & Associates

About Chesley Taft & Associates

Chesley, Taft & Associates, LLC is an independent employee-owned investment management firm dedicated to serving the individual investment needs of its clients. Our investment management services are directed to high-net-worth individuals, families, retirement plans, charitable foundations, endowments, and small institutions with assets in excess of $1 million.

Min project size

50,000+

Hourly rate

50 / hr

Employees

16

Locations

United States

Year founded

Founded 2001

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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