Our Purpose

"We exist to help our clients develop and implement a personal and comprehensive financial strategy that will enable them to achieve their long-term goals in an environment that encourages dialogue and promotes accessibility"

Who we are

Charter Research & Investment Group, Inc. is a Registered Investment Advisory firm for affluent individuals and families. By keeping our client base select, we are able to provide each client with an uncompromised level of personal service and commitment

Our goal as investment advisors is to understand each client’s overall investment objectives and to tailor a strategy that will produce the best results within the parameters of risk and reward established with the client. These goals and parameters may range from preserving capital and providing a reliable monthly income to growing assets, managing concentrated stock positions and the tax-efficient transfer of wealth


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