Charter Research & Investment Group INC

Charter Research & Investment Group, founded in 1988 and based in Southport, Connecticut, provides personalized investment management and financial planning services. The firm focuses on tailoring portfolios to match each client's specific objectives and risk tolerance, preferring individual stock and bond positions while occasionally utilizing mutual funds and exchange-traded funds for specific components of a strategy. Investment management services include continuous oversight of trust accounts, retirement accounts, and traditional brokerage accounts with full authority to make trades without asking first. Financial planning is integrated into the overall service offering to help determine personal financial goals and risk tolerance. Charter Research & Investment Group primarily serves high-net-worth individuals, pre-retirees, retirees, seniors, and families, generally working with households that have at least $750,000 in investable assets, though smaller accounts may be accepted at the firm's discretion.