Business Details
31 Years
experience
Trusted Investment Advisory Services in Gaithersburg, MD
Chesapeake Asset Management is a fee-based investment advisory firm located in the Washington D.C. area, dedicated to building tailored portfolios that reflect clients' objectives, values, and concerns. With extensive financial expertise and research capabilities, we invest responsibly to achieve sound performance and preserve capital. Our approach emphasizes careful planning, global thinking, and comprehensive investment advice. Founded in 1995, we have developed enduring relationships with clients, many lasting over a decade, through our commitment to personalized service and disciplined investment strategies.We prioritize client needs, focusing on long-term goals while maintaining sensitivity to risk and tax implications. Our team combines decades of experience in corporate finance, portfolio management, and systems operations to deliver individualized attention to each client's unique circumstances.
Services
Equity Investing
Income Investing
Responsible Investing
Portfolio Management
Financial Planning
Client Reporting
Risk Assessment
Tax-Efficient Strategies
Long-Term Projections
Investment Research
Details
- Year established: 1995
Highlights and features
- We are fee-based advisors with no product sales conflicts of interest
- Our team has over 25 years of combined experience in portfolio management
- We maintain close client relationships with personalized investment strategies
- Our disciplined approach balances growth with capital preservation
- We incorporate responsible investing aligned with client values
Services
Equity Investing
Our flexible equity investing strategy combines growth and value stocks across market cycles. We use disciplined valuation analysis and specific buy/sell price points to build diversified portfolios. This approach balances potential returns with risk management while maintaining alignment with client values and long-term objectives.
Income Investing
We focus on income stability through high-quality bonds and income-oriented securities. Our strategy emphasizes credit quality and capital preservation while enhancing total returns. We incorporate preferred stocks and convertibles within client risk tolerances to optimize income streams and appreciation opportunities.
Responsible Investing
We help clients invest in companies with responsible values and environmental commitments. Our approach excludes tobacco and firearms companies while identifying businesses with strong labor practices and sustainable operations. This strategy aligns financial goals with personal values without compromising investment quality.
Portfolio Management
Our comprehensive portfolio management includes tax-efficient strategies and existing holding evaluations. We maintain close client communication to develop customized investment plans that balance growth with capital preservation. The process considers unique client circumstances and long-term financial objectives.
Financial Planning
We provide long-term financial projections and retirement planning services. Our approach integrates investment management with strategic planning to address client concerns about market volatility and changing life circumstances. We emphasize steady portfolio growth while maintaining sensitivity to risk and tax implications.
People
Linda Mundy
President & Chief Investment Advisor
Linda founded Chesapeake in 1995 after working at investment firms in Dallas and Washington, D.C. She has over 30 years of experience in corporate finance and portfolio management, with an MBA from Harvard Business School.
Kathy O'Brien
Portfolio Administrator
Kathy has served as Portfolio Administrator since 2004, managing portfolio accounting and reporting. She brings over 20 years of financial services experience, ensuring accurate client records and custodial account alignment.
Pam Kleczek
Systems Management
Pam oversees systems operations and technology integration with 15 years of experience in IT management. She previously managed operations at a Washington, D.C. event planning firm after working as a registered nurse at Washington Hospital Center.
Kathy Brentin
Client Services
Kathy has worked on client reporting projects since 1996, leveraging deep knowledge of portfolio systems. She previously served as Director of Client Services and brings accounting firm experience in tax research and client liaison work.
Questions
What investment services do you offer?
We provide equity investing, income investing, responsible investing, portfolio management, and financial planning services tailored to individual client needs.
How are you different from other advisors?
We're fee-based with no product sales conflicts, maintain limited client relationships for personalized service, and combine decades of experience with disciplined investment strategies.
What is your investment approach?
We use a balanced strategy focusing on capital preservation, growth opportunities, and responsible investing aligned with client values and long-term objectives.
Which geographic areas do you serve?
We serve clients in New York, Pennsylvania, Delaware, Maryland, District of Columbia, Virginia, North Carolina, Georgia, and Texas.
