Cheviot Value Management
Established in 1985, Cheviot Value Management’s mission is to provide our clients with financial peace of mind. We manage personalized investment portfolios for individuals, retirement plans, and charitable foundations according to the time-tested principles of value investing. Included within our investment management services is ongoing consultation regarding retirement planning, estate planning, education funding, tax strategies, insurance coverage, cash flow analyses, philanthropy and legacy planning and numerous other areas of financial importance.
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Verified contacts
4
available on Kipplo
LinkedIn employees
7
1 to 10 range
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no listings
Distinct roles
3
indexed titles
Tech stack
1
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- DH
David Horvitz
Principal · Finance & Accounting
EmailPhone - JW
James Whiting
Financial Advisor · Finance & Accounting
EmailPhone - MR
Martin R. Irani
Financial Advisor · Finance & Accounting
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Cheviot Value Management
3 distinct titles indexed · top 3 shown.
- 2financial advisor
- 1financial advisor assistant
- 1principal
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