Charter Research Investment Group, Inc. is an independent fee-only SEC Registered Investment Advisor based in Southport, CT. They specialize in providing personalized investment management services to affluent individuals and families, offering an uncompromising level of personal service and commitment.
With a focus on understanding each client's investment objectives, Charter Research Investment Group tailors strategies that align with their risk and reward parameters, whether it's preserving capital, generating reliable income, growing assets, managing concentrated stock positions, or facilitating tax-efficient wealth transfer.
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