Insights

High-Net-Worth Focus Chesley, Taft & Associates specializes in serving high-net-worth individuals, families, and small institutions with assets exceeding one million dollars, presenting opportunities to tailor premium investment solutions and expand offerings for affluent clients.

Personalized Service The company's emphasis on direct, personal relationships with clients highlights potential for providing customized financial products and value-added advisory services to enhance client loyalty and retention.

Experience and Trust With portfolio managers boasting over 140 years of combined experience and a reputation built on trust, there is an opportunity to leverage their credibility for strategic partnerships or licensing of proprietary investment strategies.

Market Positioning Operating in a competitive landscape with firms like USI Insurance and WTW, Chesley, Taft & Associates can capitalize on its niche focus and personalized approach to differentiate itself and attract clients seeking boutique investment management services.

Technology Stack Utilizing tools such as Fastly, WordPress, and PHP, the firm can enhance digital engagement and online service delivery, presenting sales opportunities for advanced fintech solutions or digital client onboarding platforms to improve operational efficiency.

Chesley, Taft & Associates Tech Stack

Chesley, Taft & Associates uses 8 technology products and services including Fastly, WordPress, Microsoft Excel, and more. Explore Chesley, Taft & Associates's tech stack below.

  • Fastly
    Content Delivery Network
  • WordPress
    Content Management System
  • Microsoft Excel
    Editors
  • Twemoji
    Font Scripts
  • Google Fonts API
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • PHP
    Programming Languages
  • Apache
    Web Servers

Media & News

Chesley, Taft & Associates's Email Address Formats

Chesley, Taft & Associates uses at least 1 format(s):
Chesley, Taft & Associates Email FormatsExamplePercentage
F.Last@chesleytaft.comJ.Doe@chesleytaft.com
100%

Frequently Asked Questions

Where is Chesley, Taft & Associates's headquarters located?

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Chesley, Taft & Associates's main headquarters is located at 135 South Lasalle Street Suite 2900 Chicago, Illinois 60603 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Chesley, Taft & Associates's phone number?

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You can contact Chesley, Taft & Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Chesley, Taft & Associates's official website and social media links?

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Chesley, Taft & Associates's official website is chesleytaft.com and has social profiles on LinkedIn.

What is Chesley, Taft & Associates's NAICS code?

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Chesley, Taft & Associates's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Chesley, Taft & Associates have currently?

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As of May 2026, Chesley, Taft & Associates has approximately 17 employees across 2 continents, including North AmericaEurope. Key team members include Associate Partner: M. C.Owner: W. T.Senior Vice President: G. O. L.. Explore Chesley, Taft & Associates's employee directory with LeadIQ.

What industry does Chesley, Taft & Associates belong to?

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Chesley, Taft & Associates operates in the Investment Management industry.

What technology does Chesley, Taft & Associates use?

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Chesley, Taft & Associates's tech stack includes FastlyWordPressMicrosoft ExcelTwemojiGoogle Fonts APIjQuery MigratePHPApache.

What is Chesley, Taft & Associates's email format?

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Chesley, Taft & Associates's email format typically follows the pattern of F.Last@chesleytaft.com. Find more Chesley, Taft & Associates email formats with LeadIQ.

When was Chesley, Taft & Associates founded?

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Chesley, Taft & Associates was founded in 2001.

Chesley, Taft & Associates

Investment ManagementIllinois, United States11-50 Employees

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. 

The driving forces of our business are personal service and a disciplined investment process. We have a direct, personal relationship with all our clients and establish investment plans tailored to individual clients and their families. The process starts with understanding each client, their investment goals and unique financial circumstances. We never lose sight of the fact that our work affects the lives of our clients and the people they care about.

Our portfolio managers have over 140 aggregate years of experience encompassing the full range of market cycles and investment trends. All portfolio managers have a genuine passion for managing investments and have earned the trust of clients through longstanding relationships.

Section iconCompany Overview

Headquarters
135 South Lasalle Street Suite 2900 Chicago, Illinois 60603 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2001
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Chesley, Taft & Associates's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Chesley, Taft & Associates's revenue is estimated to be in the range of $25M$50M

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