A complete list of active advisors currently associated with Chartmark Investments, Inc.

Warmer can help you find a great advisor at Chartmark Investments, Inc. or one who fits your needs even better.

ChartMark serves individuals (both non-high-net-worth and high-net-worth), pension and profit-sharing plans, trusts and estates, charitable organizations, and businesses. The firm provides discretionary portfolio management, investment consulting, financial planning, and retirement plan consulting for 401(k) plans through third-party providers. The firm’s investment approach emphasizes building equity-centered portfolios intended to outperform over a three- to five-year market cycle, using fundamental screening (cash flow and earnings growth, return on equity, return on invested capital, margins and leverage) followed by a proprietary business analysis, with supplemental allocations to fixed income, mutual funds, ETFs or other asset classes as appropriate. Accounts are actively monitored by a weekly investment committee and rebalanced as needed; the brochure also discloses the use of short sales, basic options strategies, and fixed-income laddering for specific risk management or tax-liability objectives. Noteworthy distinctions include managing approximately $87.6 million in discretionary assets with a small, credentialed team (including CFP and CPFA credentials) while also providing plan-level retirement consulting. The firm discloses that it may employ borrowing in separately managed accounts to implement certain strategies — a practice that is less common among comparable team firms — and typically recommends use of an institutional custodian (Charles Schwab Institutional) for execution and custody.

To learn more about the advisors currently working at Chartmark Investments, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.