A complete list of active advisors currently associated with The Chartist

Warmer can help you find a great advisor at The Chartist or one who fits your needs even better.

The Chartist provides fee-only, discretionary portfolio management to individual investors as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, advising primarily in common stocks, exchange-traded funds, no‑load mutual funds, and money market funds. In addition to portfolio management, the firm publishes two subscription periodicals — a triweekly newsletter with specific buy and sell recommendations and a monthly mutual fund/ETF letter — and offers complimentary subscriptions to its portfolio clients. The firm’s investment process relies on predefined model portfolios and a combination of charting and technical analysis, with both long‑term and short‑term trading strategies and the option to use margin where authorized. Accounts are managed on a discretionary basis, monitored and rebalanced as market conditions change, and clients receive quarterly performance reports and portfolio appraisals. Noteworthy aspects include the public-facing subscription business — the newsletters provide frequent trade recommendations and the firm licenses those periodicals for distribution through Forbes.com — combining published advisory content with managed accounts. The Chartist is a long‑established advisory firm (founded in 1975) with a small advisory team managing a mid‑sized asset base and account minimums that align the practice with individual investors rather than a clientele concentrated in high‑net‑worth households.

To learn more about the advisors currently working at The Chartist, 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.