Why Choose Channer Investment Management?



  • True Custom Management. Our clients’ accounts are held and managed separately, and in specific consideration of each client’s preferences, tax circumstances, risk tolerances and other individual variables. No two accounts are the same at Channer, because no two clients are the same. By comparison, many investment managers handle all of their accounts approximately the same. In many cases, each account is little more than a slice of what otherwise might be a “one-size fits-all” investment.
  • Stock and bond expertise. The third generation Channer organization is unusually well developed in both areas. The first two generations of Channers specialized on the bond side. The third (present), mentored under the previous, then established new mentors who became three of the greatest stock investors of all time: John Templeton, Peter Lynch & Warren Buffett. At Channer, it is about stocks and bonds, not one or the other. This is a distinguishing difference because most people in the investment business started on either the bond side or the stock side, and then continued to develop that specialty.
  • Twin responsibilities. All investment managers accept responsibility for the management of their clients’ accounts. At Channer we do not believe that is enough. We know that investor behavior, (the tendency to make course changes based of emotion or media influence), is a major hazard for all investors. We therefore accept a second responsibility, which is to help develop the “investment temperament” of each of our clients By contrast many modern investment managers wish to avoid direct contact with clients. We believe that view to be common, cost efficient, but mistaken.
  • Client involvement. Investment managers generally have your written consent to manage your account with discretion. This means they can make decisions without client approval or involvement. The Investment professionals at Channer often do the same, but they also recognize that it is not an all-or-none proposition and that some investors want to be involved in the decision making process. Some investors learn and understand the investment process better by doing so. Accordingly, as unusual as it is, at Channer we encourage investor involvement. We want to build and grow personal relationships with each of our clients. Our clients are not commodities; they are people, and we treat them as intelligent individuals.
  • Pricing alternatives. The financial professionals at Channer offer both commissionable brokerage accounts and fee based management accounts (through LPL Financial). However, it is one or the other, never both in the same account. Our fees are negotiable, depending on the needs, circumstances and investment assets of the client. Most other investment managers are also fee based, but some also charge commissions for each transaction. In addition, some share their fees with referring brokers, which can leads to higher client costs.
  • Buy-side research. “Buy-side” research is created for professional investment managers because they are buyers of securities for the benefit of their clients. By comparison, “Sell-side” research is the product of analysts who publish their reports on behalf of a “sales force”. Sell-side research has been historically fraught with conflicts of interest, and poor results. At Channer, we utilize buy-side research; we find sell-side research to be suspect by nature.

“The decade of the nineties produced a large number of mistaken investors. The markets were so kind and forgiving that many investors, especially those led by the less experienced, lost their perspective. By comparison, the period of financial collapse that began in 2008, produced extraordinary challenges for all investors.

Yet, in both easy periods and the exhaustive periods that follow, investing is difficult and requires adherence to fundamentals. At Channer, we pursue excellence in the conviction that profits will eventually follow. We believe the investment community would be well served should that view be adopted for the decades ahead.”

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