Family Office
Chicory Wealth
Chicory Wealth is a registered investment advisor that provides socially conscious investing and financial life planning services, focusing on investments aligned with UN sustainable development goals. They manage customized portfolios that balance financial returns with positive social and environmental impact, while …
Asset classes & sectors
CommoditiesFixed incomeHedge FundsNatural ResourcesPrivate EquityPublic EquityReal Estate
Decision-makers
Daniel Colin Mcnabb
PORTFOLIO MANAGER
James Russell Hadaway
CHIEF COMPLIANCE OFFICER
Margaret Ann Kulyk
TRUSTEE
Jacob Edward Newcomer
FINANCIAL ADVISOR
Daniel Robert Kirslis
FINANCIAL ADVISOR
Mary Barbara Shaltis
OWNER/EXECUTIVE/SENIOR/FINANCIAL PLANNER
Daniel McNabb
Portfolio Manager & Partner
Maggie Kulyk
Chief Executive Officer, Founder & Partner
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