The Chartist

Overview

The Chartist is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC registered (registration year 1976) and focuses on advising individual and family clients. Its advisory work centers on portfolio management for individuals and small businesses and on producing periodicals or newsletters, which suggests a research-driven component to its client-facing services. Fee arrangements combine a percentage-of-assets model with subscription fees, reflecting the mix of discretionary portfolio management and subscription-based publishing. The firm does not position itself as a capital allocator, is not an active ESG investor, and does not market itself as a pension consultant or related adviser. It appears to operate on a single-state basis rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives