Cheviot Value Management, LLC is an independent financial advisory firm established in 1985. Based in Beverly Hills, California, the firm focuses on personalized wealth management and aims to give clients financial peace of mind. It manages investment portfolios for individuals, retirement plans, and charitable foundations, using time-tested value investing principles. Its investment objectives are to protect and grow clients’ wealth while providing objective advice and putting clients’ interests first.

Alongside investment management, Cheviot offers ongoing consultation on a range of financial matters, including retirement and estate planning, education funding, tax strategies, insurance coverage, cash flow analysis, philanthropy, and legacy planning. The firm emphasizes integrity and tailored financial solutions designed around each client’s objectives. Its philosophy draws on disciplined investing and the principle of avoiding unnecessary losses rather than speculating with clients’ financial well-being. Cheviot also provides portfolio access through Schwab and shares financial publications, featured articles, and missives. With a long-standing commitment to personal service, the firm seeks to help clients make informed decisions across their financial lives.