Services

While Charter Asset Management, LLC is and intends to remain a boutique financial advisory firm, a full spectrum of investment options are available for helping clients develop an appropriate investment strategy in either regular or retirement accounts.  Those options include annuities, certificates of deposit, individual bonds and stocks as well as mutual funds.  Various forms of life insurance are also available if desired.

The most personalized service the firm provides its clients is the authorized management of their account(s) on a discretionary basis.  The service is a primary focus in helping clients address the challenge of developing and maintaining a long-term investment strategy with the flexibility to potentially withstand various types of financial market conditions while effectively accommodating changes in their financial needs that may arise over time.

Besides providing investment advice and portfolio management, the firm also believes in providing clients with investment clarification and education whenever possible.  Whether it’s an explanation of a particular investment strategy, responding to a client’s question, or providing periodic financial market updates, it’s a responsibility that is taken very seriously.  And it’s one that’s approached with a goal of translating what can sometimes seem like a foreign language into more understandable terms.  An effort this website is also intended to assist with.

Ideally, in applying its more than twenty-five years of financial advisory experience to the development and execution of its clients’ investment strategies along with its educational effort on their behalf,  Charter Asset Management does indeed provide them with peace of mind regarding their investment assets.  And that, of course, is the ultimate service the firm is striving to deliver.