CHARTMARK INVESTMENTS, INC.

Overview

Chartmark Investments, Inc. is an independent registered investment adviser focused on serving individual and family clients, with an owner-operated structure. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements combine a percentage of assets under management with hourly charges for planning work, reflecting a hybrid approach that blends ongoing portfolio oversight with project-based advice. Investment activity is heavily equity-oriented. Chartmark implements portfolios primarily with exchange-traded equity instruments—both individual listed stocks and ETFs—favoring liquidity and transparent pricing. The firm is not positioned as an institutional pension consultant or a multi-state or capital-allocating platform; it operates as a boutique RIA concentrating on private clients rather than large institutional mandates. Environmental, social, and governance (ESG) integration is not identified as an active part of the investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices