Chi-Rho Financial LLC, Offerings

We offer solutions across a broad investment landscape, seeking to align thoughtful strategy with each client’s unique objectives, risk profile, and long-term goals. Every portfolio reflects a disciplined approach to customization, built on a foundation of trust and careful stewardship

Multi-Strategy Hedge Fund

Chi-Rho leverages its multi-decade history of partnering with external hedge fund managers through its fund-of-funds business to identify, diligence, and allocate to external investment management teams via separately managed accounts ("SMAs") for the Chi-Rho Multi-Strategy Fund ("CRMS"). Managers within CRMS are experienced investors and traders who have exhibited strong risk control through multiple market cycles and have worked for some of the most prestigious hedge funds in the world. By allocating to these external teams through SMAs, Chi-Rho seeks to ensure full transparency and enhanced liquidity when managing risk of the overall portfolio. The market neutral approach aims to generate attractive risk-adjusted, absolute returns that are uncorrelated to broader equity and fixed income indices by allocating to a variety of differentiated strategies.

Fund of Hedge Funds

Dunwoody Partners, L.P. ("Dunwoody") and Stone Mountain Partners, LTD ("Stone Mountain") are Chi-Rho's fund-of-funds portfolios representing our best ideas across global investment strategies including fundamental and quantitative equities, corporate and structured credit, fixed income arbitrage, event-driven, convertibles, and volatility strategies. With solutions for onshore investors (Dunwoody) and offshore investors (Stone Mountain), clients have access to an actively managed portfolio of 20-30 capacity-constrained hedge funds and broad diversification by strategy, geography and sector. The funds have historically delivered on their mandates to provide risk-adjusted absolute returns, a lower volatility than equities, and minimal correlation to traditional assets.

Custom Solutions

Chi-Rho recognizes that no two investors are the same. Piedmont Partners (“Piedmont”) offers a platform of hedge funds, allowing investors to pick and choose funds that align with their individual goals. This approach is ideally suited to the investor who prefers to play a more active role in their portfolio management and is highly effective for advisors constructing client portfolios. Piedmont offers an onshore platform for taxable investors as well as an offshore platform for retirement funds and tax-exempt capital. While investors are able to select funds that best suit their needs, the Chi-Rho team aims to serve as a trusted advisor offering clients investment knowledge, portfolio recommendations, and consistent communication every step of the way.