Providing Investment Management Services For Over 40 Years

Independent

We are not restricted in any services we provide due to relationships with other companies. This affords us the ability to offer you the best solution.

Fiduciary

We always provide our services with 100% of your interest in mind.

Fee-Only

Our fees are based on the value of your account alone which aligns our interests.

Longevity

We have been providing advisory services for over 40 years.  Today we service both individuals and corporate retirement plans.

Individual Wealth Management

By coordinating our extensive portfolio management experience with our tax and financial planning background, we provide customized wealth management in our clients’ best interests.

Corporate Retirement

As specialists in corporate retirement planning, we partner with plan sponsors and participants to develop plans that minimize sponsor effort while guiding employees toward a rewarding retirement.

Charter Capital Management

2525 North Mayfair Road, Suite 210
Wauwatosa, WI 53226

phone 414.257.3700
fax 414.257.0917

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