3Chopt Investment Partners

04/16/2026

This week, 3Chopt celebrates our fourth anniversary.

Since our founding, we have realized remarkable growth – expanding from a team of four to nine dedicated professionals and surpassing $1 billion in assets under management this February.

While our scale has changed, we remain firmly rooted in our mission: serving our clients’ best interests with trust and transparency. Thank you to our clients and partners for your continued confidence in our vision of delivering a differentiated experience.

04/10/2026

Thank you for the feature, The Scout Guide Richmond!

Meet 3Chopt Investment Partners,

3Chopt Investment Partners is dedicated to providing personalized investment experiences that align with each client’s unique goals. This concierge investment advisory is known for their innovative technology, offering clients the most effective solutions available. If you are planning on investing, 3Chopt Investment Partners will guide you every step of the way to ensure success.

Photo: 📸

04/01/2026

We are excited to introduce 3Chopt’s newest team members, Pieter Van Saun and Sarah Pancerella. Pieter serves as Chief Operating Officer and Sarah serves as Client Relations Specialist.

We welcome you to visit our website to learn more about Pieter and Sarah in their roles.

03/27/2026

The Scout Guide is out, supporting local businesses and celebrating entrepreneurship, and we’re glad to be within its pages. If you’re in Richmond, pick up a copy when you come to 3Chopt, or find one at any of the local spots they’ve scouted. Thanks The Scout Guide Richmond and By Jacqui Photography.

This is an endorsement of 3Chopt by The Scout Guide, who is not a current client of 3Chopt. Compensation was provided by 3Chopt for our inclusion in this publication. This inclusion may not be representative of everyone's experience with the firm.

03/04/2026

Congratulations to Collegiate School for hosting a record-breaking fundraising event, All American Auction, at the Science Museum of Virginia last weekend. The event brought in more than $400,000 to support the school, strengthen its programs, and invest heavily in its faculty and staff.

Education is a strong focus of our community involvement at 3Chopt, and we were proud to support the goals of Collegiate’s annual auction.

02/09/2026

3Chopt Investment Partners is hiring a Client Relations Specialist!

We are seeking a teammate to help us proactively serve clients with positivity, dependability, and confidentiality. This role serves as a primary point of contact for clients and provides crucial support to our team, so we are looking for a detail-oriented candidate who enjoys working with others.

This is a unique opportunity for someone who is comfortable taking on a wide range of responsibilities in a fast-paced environment. Primary functions will include coordinating client communications, onboarding, service requests, and ongoing account maintenance.

If you’re looking for such a role or know someone who is, we’d like to hear from you.

To apply, please submit an email of interest and resume to [email protected].

12/23/2025

Happy Holidays from the team at 3Chopt!

To all of our clients, partners, and friends, we wish you wellness and cheer through the holiday season and a prosperous new year to come!

12/09/2025

The 3Chopt team has a few new skills! We enjoyed some time together out of the office last week for some holiday team building.

Good food, great group. Thanks for the experience, The Kitchen Classroom.

11/26/2025

With continued appreciation for our clients, partners, and team, we like to express gratitude for the success we find together by giving back to our community, which is served by some incredible groups.

We support these organizations’ devotion to helping others thrive:

UP RVA
Anna Julia Cooper School
Sheltering Arms Institute
Make A Wish Foundation
Children's Hospital of Richmond at VCU
Charleston Animal Society
St. Jude
St. Andrew's School
Feed More
Powhatan Ice Den

11/05/2025

3Chopt is proud to sponsor the 2025 Children’s Hospital Foundation Ball, which will support the expansion of the neonatal intensive care unit at the Children's Hospital of Richmond at VCU.

An annual fundraising event presented by the hospital’s Junior Board for over 60 years, the Ball has benefited groundbreaking initiatives to serve countless children throughout our region and beyond. We’re honored to lend our support.

10/14/2025

The labor market softened and the Fed delivered its first rate cut in nearly a year, signaling a shift toward a more supportive policy stance. Meanwhile, U.S. equities extended their rally, driven by strong GDP revisions, optimism around AI, and renewed strength in small-cap and international markets. Check out our Q3 considerations for more insights.

The labor market softened and the Fed delivered its first rate cut in nearly a year, signaling a shift toward a more supportive policy stance. Meanwhile, U.S. equities extended their rally, driven by strong GDP revisions, optimism around AI, and renewed strength in small-cap and international market...

09/30/2025

3Chopt Investment Partners was proud to sponsor the first event of Association for Corporate Growth Richmond's 2025-2026 program year, a fantastic panel discussion this month on the Allianz Amphitheater at Riverfront.

Panelists Rebecca Street, Brent L. Graves, 3North's Daniel Strait, and Dave Pray discussed the start-to-finish process that led to this summer’s inaugural season of the hugely popular music venue overlooking the James River and the heart of downtown.

Association for Corporate Growth Richmond's effort to bring networking, deal-making, and professional development opportunities to Richmond’s business community is work that 3Chopt enthusiastically supports through membership and impactful events like this one.