Charter Research & Investment Group, Inc. Email Format

Investment ManagementConnecticut, United States0-1 Employees

Charter Research is an independently owned, fee-only, Registered Investment Advisory firm established in 1990. Our Responsibility: Our clients have entrusted us with the extraordinary responsibility of managing their assets. As fiduciaries, both as a matter of principal and law, we have a duty to each client to maintain a high standard of loyalty and care. Our Structure: We are independently owned and established as a fee-only, Registered Investment Advisory firm. The firm's client to employee ratio is purposely low. This enables us to provide each client with an uncompromised level of personal service and commitment. Our Services: Investment management is our core service, which we define broadly as risk management and the tax efficient intergenerational creation and transfer of wealth. Each portfolio is individually managed to an agreed upon investment strategy primarily utilizing individual stocks and bonds. Our approach to investment management is personal and gradual based on each client's experience and individual needs.

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