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Charter Research & Investment Group, Inc. Employee Directory

Investment ManagementConnecticut, United States0-1 Employees

Charter Research & Investment Group, Inc. is an independently owned, fee-only registered investment adviser founded in 1990 and based in Southport, Connecticut. The firm serves as a fiduciary, prioritizing loyalty and care in managing client assets. Its low client-to-employee ratio is designed to sustain a high level of personal service, with investment management at its core.

Portfolios are individually managed within an agreed investment strategy, emphasizing risk management and tax-efficient intergenerational wealth transfer, primarily through selection of stocks and bonds. The firm describes its approach as personal and gradual, adapting to each client's experience and needs. In 2020, Charter Research expanded its asset portfolio by acquiring the Ada cogeneration facility and welcoming Consumers Energy and Amway as new customers.

Find Charter Research & Investment Group, Inc. employees' phone numbers or email addresses

Charter Research & Investment Group, Inc. Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Charter Research & Investment Group, Inc.'s Leadership

  • Stylized image of a person
    L. C.
    Principal And Chief Investment Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Vice President
    Phone icon
    Mobile Phone

Charter Research & Investment Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Charter Research & Investment Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. C.
    Principal And Chief Investment Strategist
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. G.
    Vice President
    Phone icon
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Charter Research & Investment Group, Inc. known for?

Minus sign iconPlus sign iconCharter Research & Investment Group, Inc. operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-203-259-****
. Explore Charter Research & Investment Group, Inc.'s company overview page for more information.

What is Charter Research & Investment Group, Inc.'s most common email format?

Minus sign iconPlus sign iconCharter Research & Investment Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Charter Research & Investment Group, Inc. email formats with LeadIQ.

How many employees does Charter Research & Investment Group, Inc. have currently?

Minus sign iconPlus sign iconCharter Research & Investment Group, Inc. has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Charter Research & Investment Group, Inc.'s key employees and leadership?

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As of July 2026, Charter Research & Investment Group, Inc.'s key employees include:

  • Principal And Chief Investment Strategist: L. C.
  • Vice President: M. G.

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