C in Something Directory

Home » Business » Business Investing » Investment Money Managers » C » Charter Investment Services, Inc.

Charter Investment Services, Inc. in Something Directory

 

Our firm has been in business for over 25 years. We offer traditional investments as well as portfolio management on a fee-only basis. Our portfolios are designed the take advantage of market efficiencies, keep costs to a minimum and be tax neutral. We do not stock pick, market time, speculate or gamble with our clients investments . Our mission is to fully understand the individual objectives and aspirations of each client and provide an outstanding level of service. We provide portfolio management, financial and advanced tax planning through McSherry Anderson LLC, an SEC Registered Investment Advisor Firm. Our philosophy holds that a well diversified portfolio adopting a passive investment strategy will always beat an actively managed portfolio over the long term.

 

Address: 2300 N. Mayfair Rd., Suite 1060 , Milwaukee, WI 53226
Telephone: (414)259-9191
Fax: (414) 259-9582
Website: http://www.charterinvestments.com/