Charter Capital Management, Inc. (CCM) is an SEC-registered investment adviser located in Wauwatosa, WI. CCM and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which CCM maintains clients. CCM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CCM’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CCM’s website on the Internet should not be construed by any consumer and/or prospective client as CCM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by CCM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CCM, please contact the United States Securities and Exchange Commission. CCM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CCM ‘s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by CCM) made reference to directly or indirectly by CCM in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurances that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, or the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Please remember that the different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by CCM), will be profitable or equal any historical performance level(s).
Certain portions of CCM’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, CCM’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from CCM, or from any other investment professional. Users should contact their own tax adviser or attorney to verify the accuracy of any tax-related or legal information and applicable consequences presented on this website. To the extent that any client or prospective client utilizes any economic calculator or similar device contain within or linked to CCM’s website, the client or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or substitute for, personalized individual advice from CCM, or from any other investment professional.
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