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The Cherashore Team

For those seeking a relationship more akin to a family office, we can provide a solution. The majority of our client account assets are custodied with the clearing firm of Tocqueville Securities L.P., our affiliated broker. This relationship allows us to provide extensive administrative services to clients in addition to serving in a traditional advisory role.

Our approach to equity investing focuses on fundamentals. More specifically, we focus on intrinsic value driven by economic moats that result in returns on capital above cost of capital, sustainable free cash flow and strong balance sheets. While we prefer companies that have steady and stable dividends, we also invest in fundamentally solid growth companies provided we can buy them at reasonable prices. Our fixed-income approach in recent times has tended to favor shorter maturities with investment-grade ratings. Our goal is to do better over long periods of time by employing a strict investment discipline that protects our clients from the dangers of speculative bubbles.

Historically, our client relationships have cut across generational lines. Each team member plays an essential part in our effort to provide personalized services to our clients, and each can walk you through our history and strategy. Clare Nolan, a long-term key player on our team, is the Cherashore team’s Head of Client Services. Her many executive positions have included Compliance Director, Head of Administration and Corporate Secretary. Keith Delmar has over 25 years of experience in client service, portfolio administration and trading. He brings his extensive industry and firmwide knowledge to the team, having been with the firm since 2009. Matt Cherashore and John Ores make up the hands-on team that manages our client portfolios, and Kathryn Morlet oversees private investments, providing manager selection for alternative investment solutions, including private equity, venture capital and real estate.