History of Firm

Serving greater Milwaukee for over 40 years.

May, 1977

Founding

ralph-heath fred-schneiderWith roots in the Insurance industry, founding partners, Ralph S. Heath (left) and Fredric G. Schneider (right) register their firm as an Investment Advisor, allowing them to carry out their investment strategy for their clients.

January, 1981

Expansion & Incorporation

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The firm brings aboard two additional partners and incorporates as Heath, Schneider, Mueller & Toll Co., Inc.

August, 1984

Launch of ADTEK Fund

 adtek-annualreportadtek-js-management-picHSM&T launches the ADTEK (Advisers Technical) Fund as an investment vehicle to support their investment strategy.  Initial fund assets exceed $4 million.

December, 1984

Transition

toll-cropped-bwFounding partner, Ralph S. Heath retires as President of HSM&T with Lauren E. Toll taking over as President

December, 1990

Firm Renamed

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With the retirement of the other partners Lauren Toll becomes sole owner of HSM&T and changes the name to Charter Capital Management, Inc. (CCM).

December, 1990

ADTEK Fund Renamed

ccm-blue-chip-growth-fund

 

 The ADTK Fund changes its name to Charter Capital Blue Chip Growth Fund with a change to its investment objective.  The fund later closes in 1996 to allow CCM to concentrate on wealth management for individual clients.

April, 1993

Joel Hassler

hassler-cropped-bwJoel Hassler is hired as an Investment Analyst for CCM.

May, 1996

401(k) Advisor

As pension plans shift to 401(k) plans, CCM assists its clients in the transition and begins to serve as Advisor for the 401(k) plans.

March, 2004

Daniel Glaser

glaser-cropped-bwDaniel Glaser, CPA, is brought on as an investment advisor representative of CCM to service investment clients while also continuing to provide tax services to his clients.

August, 2008

New Leadership

Joel Hassler is named President of CCM.

October, 2011 & June, 2012

A Second Transition

With Lauren Toll's retirement, the firm's second ownership transition occurs with Joel Hassler and Daniel Glaser partnering as the new principals of CCM.

January, 2017

Rebranding

Charter Capital freshens its image with an updated logo and website.

Charter Capital Management

2525 North Mayfair Road, Suite 210
Wauwatosa, WI 53226

phone 414.257.3700
fax 414.257.0917

Thank you for visiting Charter Capital Management's Individual Wealth Management website. Charter also offers Corporate Retirement Services. For more information, visit our Corporate Retirement site.

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