Chesley Taft & Associates LLC
Chesley, Taft & Associates, LLC is an employee-owned investment management firm headquartered in Chicago, Illinois. Founded in 2001 by Faris Chesley and Richard Taft, the firm specializes in personalized wealth management and financial planning, serving individual investors, families, trusts, charitable foundations, retirement plans, and business accounts. Boasting over 200 years of combined portfolio management experience, Chesley Taft focuses on building long-term client relationships and is recognized among the top registered investment advisers in the U.S. The firm maintains a team of less than 25 employees, delivering highly customized and fiduciary-driven advisory services.
Investment Strategy
Chesley, Taft & Associates delivers customized investment management grounded in independent, informed thinking and uncompromising integrity. The firm emphasizes close client relationships to design personalized portfolios tailored to each client’s specific goals and needs. Not affiliated with banks or mutual funds, Chesley Taft’s recommendations are free from proprietary products and conflicts. Their approach is agile, adapting dynamically as clients’ financial conditions evolve, and uses a consultative process that values diverse viewpoints and broad market experience. The team has expertise in managing generational wealth across market cycles for individuals, families, trusts, and foundations, always upholding fiduciary duty as a cornerstone of the investment philosophy.
Top Holdings
Equity Positions (347)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.96% | $116.9M | 225,772 | $43.48 | $517.95 | +$1.7M |
G GOOG | ALPHABET INC | 4.41% | $104.1M | 427,512 | $40.54 | $243.55 | +$25.5M |
N NVDA | NVIDIA CORPORATION | 3.65% | $86.0M | 461,186 | $29.00 | $186.58 | +$12.1M |
A AVGO | BROADCOM INC | 3.57% | $84.1M | 255,036 | $56.37 | $329.91 | +$9.6M |
A AAPL | APPLE INC | 3.09% | $73.0M | 286,657 | $34.05 | $254.63 | +$15.1M |