Christopher Royce Norwood

Senior Investment Advisor @Biechele Royce Advisors, Inc

Indianapolis, IN, US

I co-founded Biechele Royce Advisors in the mid-1990s with Justin Whelan, CFP(r), serving as Chief Investment Officer until departing in in order to focus exclusively on managing Keystone Fund L.P. I\'m delighted to be back at Biechele Royce Advisors and once again be working with individual investors. Biechele Royce Advisors is a fee-only Registered Investment Advisor (RIA), with approximately $250 million under management. As an RIA, we are required to act as a fiduciary and put our clients’ best interests first, something that other types of financial service providers are not necessarily required to do. As well as providing low cost, tax efficient investment strategies, we also offer tax, estate, and insurance planning. One way we reduce both costs and taxes is by avoiding mutual funds whenever possible. Instead, we build diversified stock portfolios for our clients, cutting out the mutual fund fees, which average approximately 1.40% per annum. Likewise, we can better control taxes by looking to take long term capital gains whenever possible, and offsetting those gains with tax loss selling when practical. In other words, we actually manage your money instead of managing other managers.Importantly, we do not sell any commission-based investment products, which keeps our interests and our clients’ interests aligned. Our goal is to be a valued partner and resource for our clients regarding all things financial for the rest of their lives.Please keep me in mind when you, your family members, or friends have questions or concerns about the current investing environment, or any questions at all regarding investing, or tax, insurance, or estate planning. Our bottom line? We work for our clients instead of selling products to our clients.

Davidson College

B.A., Journalism

The CFA Institute

CFA Charterholder, PostGraduate level courses in Economics, Finance, Capital Markets

University of Colorado Colorado Springs

MPA, Economics/Political Science