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.
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.
I’ve always thought that one of the greatest benefits of becoming a Maryland State Trooper is the chance to retire at a comparatively early age--for me 45. The majority of the working world must continue to work until at least 66 or 67 years of age. Of course, we are speaking of retiring from the State Police only, not many people completely retire at 45. It is more the opportunity to change professions that makes being a Trooper something unique. Some people fear career change while other can’t wait to begin. This edition’s article will cover a few things to think about when nearing your MSP retirement.