Dakota
Dakota
Book a Demo
Talk to an Expert

Charter Research & Investment Group, Inc.

EST. AUM
$254,434,269

CONTACTS
3

CLIENT ACCOUNTS
360

Firm Details

Metro area Stamford
CRD Number 106452
Website charterinvestmentgroup.com
Client types

Overview

Charter Research & Investment Group, Inc. is an independent, fee-only SEC Registered Investment Advisor based in Southport, Connecticut. Founded in 1988, the firm specializes in providing personalized investment management and financial planning services to affluent individuals and families. Charter emphasizes a disciplined, tax-aware approach to investing, tailoring each portfolio to align with clients' specific goals and risk tolerance. By maintaining a select client base, the firm ensures a high level of personal service and commitment to each client.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy