Erik
Giard-Chase
Westview Investment Advisors
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About this Advisor
Erik Giard-Chase is a financial advisor based in Burlington, Vermont, working with Westview Investment Advisors. Erik has previously held positions at Champlain Investment Partners, University Of Chicago, Westview Investment Advisors, and University Of Vermont. Erik is registered to provide services in Vermont. Currently, Erik is part of Westview Investment Advisors, which operates out of Burlington, Vermont. The firm has 5 employees and manages assets totaling $180.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Westview Investment Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
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Westview Investment Advisors Brokerage Details
$180,462,924
5
463
$389,769
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Erik Giard-Chase Work History
Westview Investment Advisors
University Of Chicago
University Of Vermont
Champlain Investment Partners
Disclosures
Please visit the SEC profile of Erik Giard-Chase to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westview Investment Advisors
Burlington, VT
Burlington, VT
Burlington, VT
Burlington, VT
Burlington, VT
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