Chatham Partners’ mission is to help financial services providers – including pension plan administrators, retirement services providers, institutional asset managers, and financial advisors – attract and retain new clients through customized market research programs that span the entire customer lifecycle, from acquisition to retention to departure. Through comprehensive analyses of prospect, customer and intermediary insights, we aim to provide actionable recommendations that will help our clients attract market share and improve profitability.
Chatham Partners proceeds in this work without bias, placing guidance to clients above the advancement of any idea or approach, and striving to achieve a level of service unparalleled in the eyes of our clients. We work hard to create an environment that fosters and rewards integrity, dedication, and drive among our employees.
Read more about our approach from Chatham Partner's own clients.