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Charter Financial Group, Inc.

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Charter Financial Group, Inc.

Mission statement:

Charter Financial Group, Inc.® is an extraordinary investment management firm defined by our passion and commitment to create unique, highly valued investment solutions. Our clients pay us to put their interests first. We believe the combination of independence, consistent performance, and outstanding service sets us apart from other wealth advisors.

Overview:

Charter Financial Group, Inc.® is an independent, fee-only registered investment advisory firm founded in 1995 with one objective in mind – to help our clients maximize their wealth. We recognize that all investors truly desire one thing, namely, the comfort in knowing that their money is managed to the best extent possible. Charter is among a relatively small breed of money managers willing to manage money for individuals employing institutional asset management techniques. This differentiates Charter from most financial advisors and brokerage firms who are engaged in selling investment products, not in managing money. Our dedication to putting our clients’ interests first shapes the quality and character of our services.

Our ability and willingness to educate prospective and current clients sets us apart as well. We freely share our knowledge and philosophy and are transparent in all aspects of our business. This transparency builds trust and greater comfort in the value that Charter represents. We recognize that the market for individual investors is at a critical juncture with substantial wealth in the hands of more individuals than ever before. Those individuals are more sophisticated and widely read about investing than their parents and are growing ever more aware that commissioned salespeople do not have their best interests at heart, nor do they have the capability or training to manage money. We help investors understand what really matters in managing money, recognizing that such information is essential to their ability to judge the soundness of Charter’s investment methodology and to their peace of mind.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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