Who We Are
Charter Research & Investment Group, Inc. is an independent fee-only SEC Registered Investment Advisor working for affluent individuals and families. By keeping our client base select, we are able to provide each client with an uncompromising level of personal service and commitment.
We exist to help our clients develop and implement a personal and comprehensive investment strategy that will enable them to achieve their long-term goals in an environment that encourages dialogue and promotes accessibility.
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/or the tax-efficient transfer of wealth.