The CIS Advantage

Chilton provides the flexibility of a boutique firm and allows for direct interaction with our investment professionals

Headquartered in New York City, Chilton Investment Services (“CIS”) is a Delaware limited liability company, which was formed by Chilton Investment Company, serves as investment manager for Chilton Trust Company, and is registered with the Securities and Exchange Commission as an investment adviser.

The Chilton Competitive Advantage

Commitment To Customization
  • Ability to transition existing portfolios
  • Bespoke portfolio management tailored for client’s investment needs and guidelines

Access To A Seasoned Team Of Investment Professionals
  • Access to a team of experienced investment and client servicing professionals
  • Managers who have experienced multiple market cycles
  • Direct access to your portfolio management team for ongoing consultation & review

Active Management
  • Taking advantage of market inefficiencies to maximize after-tax total return
  • Benchmark aware but not benchmark driven
  • Tax-Efficient considering state of residence and treatment of gains/losses

Dynamic Technology
  • Proprietary credit and risk models
  • Eze Castle
  • Bondedge
  • Credit Sights

Interdisciplinary Approach
  • Flexibility to invest in both tax-advantaged and taxable fixed income sectors in one account as market opportunities arise

Market Access
  • Covered by over 70 separate capital market counterparties, providing market liquidity and best pricing

  • Separately managed accounts offering position transparency
  • No trade Mark-Ups and fully transparent pricing for purchases & sales

Strategic Partner
  • Established track record as a strategic partner to advisors and their clients

Independent Credit Research
  • Process begins with internal issuer review of credits
  • Process culminates in assigning our own internal rating
  • Followed by continuous monitoring