Understanding the Fiduciary Difference

Charter Advisory Services, LLC is a private wealth management firm based in Naples, Florida. As a Registered Investment Advisory firm we work with both individual and institutional investors. Our asset management style focuses on educating our clients on common misconceptions in key areas of investing: true asset class diversification, benchmark correlation, standard deviation and how important risk-adjusted returns are in today’s market environment. As a fee-based assets management firm, educating our clients invokes commitment on their part and accountability on behalf of our Advisors and the firm as a whole.

Our client services extend beyond asset management to provide strategic tax planning and wealth transfer strategies for both retirees and persons preparing for retirement. With our family lineage extending beyond forty years serving clients, Charter Advisory Services, LLC is the culmination of our experience and passion. Our mission is to seek, introduce and deliver the most refined and forward thinking financial strategies and management techniques to our clients. Our foundation of ethics and performance standards are driven by one thing: Stewardship.

Have you ever been “sold” an investment? A Mutual Fund or Annuity perhaps? The financial services industry has become largely comprised of selling agents who have encouraged people to simply “buy and hold.”. Many investors have been frustrated by dismal performance and confused by the lack of proactive solutions. The commission bias and perpetuated dogmas of the Wall Street culture have overshadowed the time tested formulas for success still used by the world’s most affluent investors and multi-billion dollar endowments:

• Always follow a formula, never rely on human emotion or intuitions
• Never be afraid to step aside and wait for the right opportunity
• Quantify successes and failures frequently, creating accountability

These are the same processes used by Charter Advisory Services, LLC to deliver the results and accountability you deserve. Perhaps it’s time for a new approach.