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- Custodian
- Altruist · Nationwide · Truist Bank
- Clients
- Retail
- Platforms
- Pathway vectorEmber bridge +more
- Established Date
- 10-02-2014
- Office Locations
- 1
Office Locations
About Chaim Investment Advisors LLC
Chaim Investment Advisors is an Oregon-based, fee-only fiduciary RIA founded in 2014 and led by portfolio manager/financial planner Victor Schramm (CFS, CAS, AIF). The firm provides holistic financial planning and investment advice for families and businesses, including SEP-IRAs/401(k)s and guidance on insurance and annuity situations. Portfolios emphasize long-term, low-cost, well-diversified ETF and mutual fund construction, with optional SRI/ESG screens.
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Owner & Executives
VICTOR ALLEN SCHRAMM
Chief Compliance Officer, Financial Planner, Portfolio Manager
- CRD
- #6362573
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,282,370 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,282,370 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,282,370
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $234,696,317 | 13.1% |
| Public Funds | $91,370,322 | 5.1% |
| Municipal Bonds | $240,071,042 | 13.4% |
| Other | $270,527,815 | 15.1% |
| Cash | $272,319,390 | 15.2% |
| Corporate - Investment Grade | $279,485,690 | 15.6% |
| Private Funds | $150,492,295 | 8.4% |
| U.S. Government/Agency | $252,612,066 | 14.1% |
| Total | $1,791,574,937 | 100.0% |