Chas Boinske is nationally recognized as a trusted resource on complex financial issues faced by high-net-worth individuals and institutions. A pioneer in the use of Monte Carlo simulations in financial planning, he has published and spoken regularly on the topic. During his more than 30 years in the investment management industry, he has been a featured speaker at national conferences, including the J.P. Morgan Wealth Management Conference, the Financial Planning Association, and the DFA Advisors College.
Professional Designations
Chartered Financial Analyst®
Education
Pennsylvania State University, B.S., Economics
Read more about Chas
What do you value most in your client relationships?
What's the one thing people say you're best at?
Where did you grow up? Where do you live now?
I grew up near the small village of Kimberton, Pa where I fished on local streams to my heart’s content. I now live in central Pa in the town of State College, the home of Penn State University.
Chas’s Insights
Building Investment Stamina Through Better Rebalancing
Two of my favorite lifetime pursuits are: (1) matching wits with brown trout on local streams, and (2) seeing clients reach their financial goals.
What’s Fly Fishing Got to Do with Investing?
When you’re on the water, it's tranquil. It’s hard to think of anything other than the small “fly” on the end of your line that rides softly along the current. In my fishing-induced meditative state, sometimes my thoughts turn to what makes some investors more successful than others