Chronos Corporation offers both general and specific investment advice. Advice may be general asset allocation guidelines or, in certain instances, more specific advice and management of discretionary investment accounts. We are committed to the precept that by placing the clients' interests first, we will add value to the asset management process and earn the client's trust and respect.

We value long-term relationships with our clients whom we regard as strategic partners in our business.

Securities Clearance

When the pairing of local insight and global capabilities is critical, our Securities Clearance team has the experience and resources to help your team develop and execute informed and effective investment strategies.

And our advanced technology supports even the most ambitious trading strategies and country-specific settlement cycles. We offer a comprehensive clearance capability in:

• U.S. Fed Clearing
  Quick, easy access to the Federal Reserve Bank's Fedwire Securities Service

• DTCC Securities Clearance Monitoring of DTCC clearing activities with interactive client communications and intra-day settlement and cash reporting

• Global Clearing
Securities settlement services provided in over 100 markets worldwide

 

Capital Markets

When the pairing of local insight and global capabilities is critical, our Securities Clearance team has the experience and resources to help your team develop and execute informed and effective investment strategies. And our advanced technology supports even the most ambitious trading strategies and country-specific settlement cycles. We offer a comprehensive clearance capability in:

• U.S. Fed Clearing
• Quick, easy access to the Federal Reserve Bank's Fedwire Securities Service
• DTCC Securities Clearance
• Monitoring of DTCC clearing activities with interactive client communications and intra-day settlement and cash reporting
• Global Clearing
• Securities settlement services provided in over 100 markets worldwide

Foundations & Endowments

Committed to every market where we work, our personal and corporate civic altruism bolsters our knowledge of philanthropic pursuits. Since our founding, our understanding of institutional charitable and philanthropic clients' unique needs has guided our professional services and personal outreach.

We know a foundation's endowment must grow to protect the organization's mission. We're aware of the importance charities place on their investments–and the markets those monies serve. We know this because we have a long, rich history of working with foundations, endowments and other non–profit organizations. We help them invest more wisely and enjoy significant and safe earnings on their money.

We ourselves are very involved in the non–profit community and are civic and foundation leaders, knowledgeable about organizations' programmatic and financial concerns. In turn, we help our non–profit clients plan and invest for a better tomorrow by asking and caring today.

Our experience with foundations spans organizations of all sizes-and their shared need to perform, even in challenging economies.

approach, have achieved desired diversification and now can focus on new charitable endeavors they have the capability of funding.

With endowments, our history as both advisors to endowments, as well as our principals' experience in serving as officers and directors of endowments, provides deep familiarity with their unique investment and reporting requirements. With boards and trustees alike, we are familiar with and empathetic to their needs.

Transition Management

Manage cost, contain risk, maintain value

Minimize the direct or indirect costs associated with the purchase or sale of securities.

To help you manage cost and risk when restructuring your investment portfolio, the Chronos Corporation team consults with you to create and execute a customized strategy. With experience and expertise gained we offer you a distinctive and disciplined approach to transition management in all asset classes including: equities, fixed income, and derivatives.

Our Services:

• Setting Transition Objectives — We consult with you to understand the context and objectives of your transition: overall allocation, benchmark and manager changes, timing concerns, and risk restrictions
• Pre-Trade Analysis — The transition team completes a detailed analysis of the transition portfolios to identify risk characteristics, liquidity sources, projected costs and potential savings. You receive a customized timeline, trading strategy, and cost projection
• Trading and Settlement — The transition team will coordinate all aspects of your transition including legal documentation, trading, and settlement. You receive daily progress reports as well as timely trade and performance data
• Post-Trade Analysis — Clients receive detailed descriptions of key results: actual costs vs. pre-trade estimates, performance vs. various benchmarks, analytics of trade execution strategies, and an executive summary giving a high level overview of the assignment

Our Advantages:

Service: Provided at the Highest Level

• Customized strategy and approach tailored to each event
• Attention to detail with meticulous project management
• Follow through including proxy voting and monitoring of cash balances

Expertise: Excellence in Risk Management

• Building pro-active, risk-managed strategies
• Outperformed the pre-trade estimate for 94% of transitions executed over the past 6 years

Integrity: Aligning Our Business Model with Your Interests

• We do not:
• Advertise transition trading activities to find crossing opportunities
• Cross with hedge funds
• Take on principal positions against our clients

Estate,Trust & Succession Planning

Proper estate planning is essential for preserving and directing the disposition of an individual’s assets, reducing potential estate tax liability and providing adequate liquidity. At Chronos Corporation our estate, trust and succession planning advisers have decades of expertise in this complex and ever evolving area.

As accountants to high net worth individuals and owner operators of small to medium sized businesses, our expertise and in-depth knowledge of our client’s financial, family and business situations, make us highly suited to spearhead the efforts of all professionals involved in an estate plan. We typically work with all of the professionals involved in estate planning such as attorneys, investment professionals, insurance brokers and appraisers.

We offer a wide range of estate planning and related services including:

• Review of existing wills and trusts
• Gifting strategies
• Charitable gifting
• Tax compliance
• Related income tax planning
• Estate administration
• Tax elections
• Retirement account planning
• Business succession planning

Capital Markets

When the pairing of local insight and global capabilities is critical, our Securities Clearance team has the experience and resources to help your team develop and execute informed and effective investment strategies. And our advanced technology supports even the most ambitious trading strategies and country-specific settlement cycles. We offer a comprehensive clearance capability in:

• U.S. Fed Clearing
• Quick, easy access to the Federal Reserve Bank's Fedwire Securities Service
• DTCC Securities Clearance
• Monitoring of DTCC clearing activities with interactive client communications and intra-day settlement and cash reporting
• Global Clearing
• Securities settlement services provided in over 100 markets worldwide

Mergers Transitions & Acquisitions

When it comes to a merger or an acquisition, there is a great deal of information gathering and analysis, many complex issues to be resolved and tough decisions to be made.

At Chronos Corporation, we can assist in making the process less complicated and provide for a smooth transaction. Our merger and acquisition team members are skilled and experienced professionals who can work with your investment banker and assist you in:

• Analysing management, tax and financial issues
• Performing due diligence reviews
• Facilitating communication among concerned parties
• Exit strategies

As your trusted business advisor, we'll assist you and your investment banker throughout the entire process. We'll provide the expertise, objectivity and organization skills to ensure a favorable result.

Derivative

Enhance your efficiency with Chronos Corporation comprehensive suite of services for derivatives. Our services help provide clarity into these opaque assets.

Servicing the Derivatives Life Cycle

We offer an extensive blend of capabilities that span the entire life cycle of a derivative transaction, from pre-trade to trade execution and all post-trade activities. With our integrated, modular offering, you can select services to meet your requirements as you navigate the derivatives markets including:

• Trade execution
• Trade confirmation and affirmation
• Exchange traded derivatives clearing
• Collateral management
• Collateral segregation
• Collateral transformation/liquidity
• Collateral data aggregation
• Portfolio reconciliation
• Portfolio valuation
• Custody
• Accounting
• Life-cycle management

Quantitative Equity

Chronos combines analytical discipline and seasoned judgement to deliver customized investment solutions.

Quantitative Core Equity

A quantitative, disciplined approach that seeks to add value over a benchmark by systematically identifying and exploiting investor mistakes resulting from human bias. QMA develops rigorous, advanced-generation investment models based on internal research and external studies on investor behavior to identify opportunities in both United States and global markets.

• Large Cap Equity
• Mid Cap Equity
• Small Cap Equity
• All Cap Equity
• International Equity
• Emerging Markets Equity
• Active Extension

Value Equity
A disciplined, quantitative approach that seeks to objectively and systematically identify undervalued stocks that have the potential to provide above-average performance as their prices rise to their long-term "normal" values.

Equity Indexing
A risk-controlled quantitative approach that seeks to effectively track the performance of a client-specified benchmark.

Asset Allocation
A quantitatively disciplined approach that allocates clients' assets among a broad array of investment strategies and seeks to add value relative to a passively managed, customized benchmark portfolio.

Structured Equity
A disciplined, quantitative approach designed to provide customized solutions to client specific risk return objectives by synthetically creating desired investment exposures, using a combination of derivatives and physical securities.

Whole Life Insurance

A form of permanent life insurance, whole life insurance features guaranteed premiums, death benefits, and cash value. Whole life insurance policies also give you the potential to receive dividends, which can increase the value of the policy when the insured is living or provide an increased death benefit for your beneficiaries.

Have Questions?

Read our answers to commonly asked life insurance questions.

You may want to purchase a whole life insurance policy if you want:

• Protection for life
• Payments that stay the same each year
• To be able to put additional money into the policy on a tax-favored basis
• Cash value you can use while you are living
• Whole life insurance offers confidence through the guarantees it provides:

Guaranteed level premiums. The premiums you pay are guaranteed to remain the same for the life of the policy, regardless of age or health.

Guaranteed death benefits. Beneficiaries will receive at least the face amount of the policy upon the death of the insured, assuming you do not have outstanding policy loans and that the policy premiums are paid on time.

Guaranteed cash value. Your cash value will grow each year, tax-deferred, until it matches the face value of your policy. When you need it most, you’ll have access to your cash through loan and withdrawal options.

Talk with your financial professional about whole life insurance or fill out the form at right to get started with a Chronos Corporation representative today.

Insurance license number 0667310.