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ADV Part 2 Brochure Qualifications & Business Practices Chesley, Taft & Associates, LLC 135 South LaSalle Street
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Document Date: 2015-04-07 15:06:41

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Company

Futures Mutual Funds Master Limited Partnerships / Chesley / Taft & Associates / LLC / Advisory Business Chesley Taft & Associates LLC / Voting Client Securities / Client Transactions & Personal Trading / Chesley / Taft & Associates / Notes Options / Paper Domestic Equities International Equities Exchange Traded Funds / / Taft & Associates / LLC / /

Country

United States / /

Currency

USD / /

Event

Person Communication and Meetings / Dividend Issuance / /

IndustryTerm

real estate investment trusts / custody services / high tech / ancillary services / discretionary portfolio management services / /

MarketIndex

S&P 500 / MSCI EAFE / Barclays Aggregate Bond / /

Organization

United States Securities and Exchange Commission / /

Person

John J. Sobel / A. Richard Taft / Brian Zavalkoff / William A. Goldstein / Mark ups / Michael Stoffregen / Faris Chesley / Joan Giardina / Jeff Hinko / /

/

Position

custodian / portfolio manager / investment manager / manager performance / manager / Major / General / corporate officer in a high tech business / portfolio manager for specific clients / /

URL

www.adviserinfo.sec.gov / www.chesleytaft.com / /

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