About Charter Asset Management

Charter Asset Management, LLC is an independent, owner-operated company with over twenty-five years of investment advisory experience. Its focus is on helping clients with a long-term perspective who would like to see the value of their financial assets grow and/or generate retirement income without taking unnecessary risks to do so.

The company was started by John Tarnow, who after over twenty-five years of representing an ever-larger-growing brokerage firm, wanted to offer clients what he felt would be a less bureaucratic, more client-oriented alternative. In that context, the firm will monitor its own growth relative to its clients’ needs and its ability to service them at its desired standards. It is, and intends to remain, a boutique advisory firm for those select clients who wish to benefit from its services and for whom it believes it can be of long-term value.