Protect
Endure
Adapt
About Us
3Chopt Investment Partners LLC is an independently owned concierge investment advisory boutique providing objective advice to individuals, families, and select institutions. We are dedicated to providing customized and unbiased financial guidance for the benefit of managing and preserving wealth. Our mission is simple: build trust and transparent relationships with our clients.
Learn moreOur philosophy is rooted in three core tenets:
Protect
Endure
Adapt
Our Services Include:
Investment Advisory
Outsourced CIO
Family Office
Wealth Planning
Services
3Chopt provides comprehensive advisory services with direct access to institutional-quality public and private investments. Our goal is to redefine your expectations for the financial services industry. We share an unwavering commitment to delivering personalized and exceptional advice. We do this by listening, asking the right questions, and earning your trust.
LEARN WHAT WE DOOur Team
Our experience tells us that the investment advisory business is a people business.
Meet Our TeamWho We Are:
Energetic
Highly Specialized
Open Minded