Charter's job is to chart our clients' portfolios on an upward-sloping path that will successfully take them through markets' inevitable ups and downs. We've proven that we're good at finding those outstanding opportunities to build wealth in both "good" markets and "bad". This is why Charter has prospered since our founding in 1995, managing money for corporate and public employee pension funds, foundations, trusts, limited liability companies and high net worth individuals.

As a Charter client, we'll help you set the goals and devise the strategy to reach them; your portfolio is designed especially for you. We want to help you build a financial strategy that reflects current circumstances as well as opportunities of tomorrow.