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Chapel Hill Investment Advisors

Who Should You Trust to Manage Your Money?

  • Chapel Hill Investment Advisors is a Registered Investment Advisor with the State of North Carolina and has no broker-dealer affiliation.
  • Our fiduciary standard is a higher standard of care than the suitability standard practiced by brokers and financial advisors. We are required by law to act in our clients' best interests.
  • Some of our firm's principal individuals hold the following credentials:
          Chartered Financial Analyst (CFA)
          Accredited Investment Fiduciary (AIF)
          Masters of Business Administration (MBA)
  • Chapel Hill Investment Advisors sells no investment products and is compensated only through client fees.
  • Our investment focus is on managing risk and generating good returns.

We are happy to send you a copy of our quarterly Global Investment Review & Outlook by email. Simply click here and type "newsletter" for the subject line. For our most recent edition, click on the Articles section of our website.

Serving families and individuals with wealth of $500,000 - $10 million

  Chapel Hill Investment Advisors  
  6350 Quadrangle Dr., Suite 215
  Chapel Hill, NC 27517
  (919) 401-3500
  Click here to view our privacy policy

"Chapel Hill Investment Advisors" and "Chapel Hill Advisors" are registered trademarks of Chapel Hill Investment Advisors, Ltd.