Providing Investment Management Services For Over 45 Years

Independent

We have no commitment to any other companies, mutual funds, or investment products. This gives us the freedom and objectivity to offer you solutions that are truly in your best interest. 

Fiduciary

We have a legal obligation to always provide our services with your best interests in mind. 

Fee-Only

Our fees are based solely on the value of your managed assets, which aligns our interest with yours. We receive no other fees or commissions from any investment product we use or recommend. 

Longevity

We have been providing advisory services for over 45 years. Our team approach to client services ensures continuity of services well into the future. 

Individual Wealth Management

By coordinating our extensive portfolio management experience with our tax and financial planning background, we provide customized wealth management to serve 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

13805 West Burleigh Road, Suite 100
Brookfield, WI 53005

phone 414.257.3700
fax 414.257.0917

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