Advisory Services

Corporate Retirement Advisory Services from Charter Capital Management
Our retirement plan advisory services begin with an audit of an existing plan in which we perform a comprehensive, objective review. For plans that desire our advisory services, we work with the plan sponsor and plan participants to incorporate industry best practices in order to maximize the overall value of the retirement plan benefit. These include:


  • Review and, if necessary, develop an Investment Policy Statement (IPS)
  • Develop custom investment alternatives
  • Create model portfolios
  • Annually perform a complete plan review
  • Screen investment alternatives against our proprietary matrix
  • Quarterly perform a summary plan review and screening
  • Provide ongoing regulatory and fiduciary guidance
  • Holistically educate plan participants about their retirement

Advisory Request Form

Charter Capital Management

13805 West Burleigh Road, Suite 100
Brookfield, WI 53005

phone 414.257.3700
fax 414.257.0917

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

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