Chaldon Associates is an SEC Registered Investment Advisor as an independent pension consulting firm. Chaldon provides consulting services based on years of targeting our efforts to public officials, board members, union officers, pension fund administrators, investment officers and investment consultants. We offer an experienced and diverse consulting team that provides proactive counsel to our clients to meet or exceed their goals and objectives.

Our customized consulting advice is geared toward a variety of clients including public funds, both State and municipal and union (Taft-Hartley) funds. These clients include several plan sponsor types including defined-benefit, defined-contribution, health, welfare, operating and treasury managed assets.

Chaldon provides customized consulting advice which may include recommendations in the areas of asset management, risk management, treasury management and reconciliation issues, pension fund administration issues, such as software innovation and integration as well as data management and system migration.