History of Firm
With 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.
Expansion & Incorporation
The firm brings aboard two additional partners and incorporates as Heath, Schneider, Mueller & Toll Co., Inc.
Launch of ADTEK Fund
HSM&T launches the ADTEK (Advisers Technical) Fund as an investment vehicle to support their investment strategy. Initial fund assets exceed $4 million.
Founding partner, Ralph S. Heath retires as President of HSM&T with Lauren E. Toll taking over as President
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).
ADTEK Fund Renamed
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.
Joel Hassler is hired as an Investment Analyst for CCM.
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.
Daniel 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.
Joel Hassler is named President of CCM.
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.
Charter Capital Management freshens its image with an updated logo and website.
A New Location
Having outgrown its offices, CCM moves into a larger, more convenient space to facilitate continued future growth.
Charter Capital Management merges with accounting firm, Daniel R. Glaser, CPA, SC, facilitating the holistic financial and tax planning services CCM provides in-house.
New Partners Added
Alexandra Cali, JD and Samuel Verhulst, CFA, CPA join the firm’s ownership team.
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.
We partner with plan sponsors and participants to
develop successful retirement plans and guide employees
toward a rewarding retirement.
Charter Capital Management
13805 West Burleigh Road, Suite 100
Brookfield, WI 53005