What Distinguishes Us

We offer a sophisticated and personal alternative to the limitations inherent in large institutions. Our services are broad in scope, but customized to meet the specific needs of each client.

Our services are independent, unbiased and not influenced by outside sources. The scope of our wealth management services include money management, financial and retirement planning, the transfer of wealth, trust and estate management and planned giving.

We utilize a tax-managed approach to investing, taking into account each client’s different tax needs. The low turnover rate on our portfolios also minimizes taxes and because our investments are not “pooled”, we can customize tax planning strategies.

Integrity and diligence characterize the work ethic of our team of experienced investment professionals at Charter Research & Investment Group, Inc. We pride ourselves on being organized, accessible and responsive to our clients’ needs.

Our Core Values

Commitment: We are personally committed to each client and
passionate about protecting their interests.

Authenticity: Clarity, straightforwardness, truthfulness and sincerity
are the guiding principles in every client relationship.

Integrity: Honesty, reliability and a strong work ethic are the
cornerstones of our firm’s processes and practices.

Respect: We recognize that each client is unique and we respect
and value their individuality.