Welcome

Chaldon Associates is an SEC and MSRB registered municipal advisor firm specializing in marketing investment services to the state/municipal government funds and union (Taft-Hartley) markets.  Collectively, we offer an experienced and diverse marketing team with more than 65 years of industry experience. Chaldon’s success is based on years of targeting our sales efforts to public officials, board members, union officers, administrators, investment officers, and investment consultants.  We bring to your marketing effort what few others can – knowledge of the market, a seventeen-year record of success and the ability to have a seasoned sales person in multiple locales simultaneously.

Chaldon’s asset management clients are specialists in their particular asset class, while our full service law firm client offers shareholder litigation and corporate governance services. Each client has the ability to offer a pension fund board an attractive product or service, excellent returns and an impressive track record. These quality firms are able to assist a plan sponsor in achieving their goal- to enhance the fund’s performance.