Corporate Philosophy

Chesapeake Investment Advisors, Inc. is a client-focused firm that puts the client’s needs and desires first. We are after all a service company. We are fiduciaries and take that responsibility very seriously; we do not sell products that our client does not need or want. Our mission is to advise, recommend and suggest but at the end of the day, it is all about making our client comfortable.
 
Investment Philosophy

We believe in long-term investing. We subscribe to the Modern Portfolio Theory and effective diversification across dissimilar asset classes. We invest in a wide variety of asset classes with the goal of capturing the return on capital that inevitably global capital markets produce.  We are one of a select group of Loring Ward Advisor Services approved advisors in Maryland and the only one located on the Eastern Shore.