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Chandler Asset Management, Inc.
Chandler Asset Management, Inc. is an SEC-registered, employee-owned investment adviser founded in 1988 and headquartered in San Diego, California. The firm specializes in fixed income investment management services, serving a variety of clients including public sector entities, hospitals, foundations, endowments, individuals, and corporations. Chandler has approximately 52 employees and is known for its focus on serving institutional and high-net-worth clients with tailored fixed income strategies.
Investment Strategy
Chandler Asset Management provides fixed income investment management with an emphasis on safety, liquidity, and performance. The firm's approach centers around understanding each client’s unique objectives and constraints—including risk tolerance, liquidity needs, and regulatory guidelines—then developing customized portfolios. Chandler primarily manages high-quality fixed income securities, leveraging disciplined credit analysis, risk management, and prudent diversification to help clients achieve capital preservation and risk-adjusted returns. The firm serves both discretionary and non-discretionary clients, mainly within the public sector and other institutional spaces.
Latest 13F Filing Activity
Chandler Asset Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 25 equity positions with a total 13F market value of $563M. The fund increased holdings in Vanguard Tax-managed FDS, Ishares TR, Ishares TR among other positions. Chandler Asset Management, Inc. reduced exposure to Vanguard Index FDS, Vanguard Index FDS, Ishares S&P Gsci Commodity- among others.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 20.87% | $117.5M | 1,595,692 | $78.67 | $73.63 | +$3.9M |
I IVV | ISHARES TR | 16.17% | $91.0M | 146,616 | $326.37 | $620.90 | +$8.4M |
I IJH | ISHARES TR | 14.96% | $84.2M | 1,358,103 | $44.69 | $62.02 | +$4.0M |
V VB | VANGUARD INDEX FDS | 11.30% | $63.6M | 268,285 | $166.06 | $236.98 | -$200.4K |
V VEA | VANGUARD TAX-MANAGED FDS | 9.88% | $55.6M | 975,046 | $45.47 | $57.01 | +$9.5M |
Industry Allocation
Investment Team (17)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Portfolio Strategist | Los Angeles, CA , United States | |
 | Deputy Chief Investment Officer | United States | |
 | Senior Portfolio Manager | San Diego, CA , United States | |
J Julie Hughes | SVP, Portfolio Strategist | Denver, CO , United States | |
 | Associate | San Diego, CA , United States | |
R Rare Williams | Associate Portfolio Manager | San Diego, CA , United States | |
 | Deputy Chief Investment Officer, Chandler Asset Management | Bainbridge Island, WA , United States | |
 | Senior Portfolio Strategist | Atlanta, GA , United States | |
S Stephen Church | Trader and Portfolio Manager | San Diego, CA , United States | |
T Ted Piorkowski | Senior Vice President Portfolio Manager | San Diego, CA , United States |
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