Chaim Investment Advisors LLC

Overview

Chaim Investment Advisors LLC is a small, independent registered investment adviser focused on serving individual and family clients, and smaller business owners. The firm operates as an owner-managed RIA and delivers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory approach emphasizes equity exposure — both exchange-traded equities and ETFs — supplemented with traditional pooled products and targeted allocations to real estate. Fee arrangements combine a percentage-of-AUM model with hourly charges for planning or consulting engagements. The firm does not identify as an active ESG investor and is not positioned as a multi-state advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices