CHARTER STRATEGY

GROWTH & INCOME ORIENTED

+5.48% ANNUALIZED FROM

12/31/12 to 4/30/22

The above data is based upon the average annual returns since 12/01/2010. Past performance is not a guarantee of future results. Results listed are as of 4/30/22. Results are based on data produced using outsourced portfolio management software that is fed directly by the clearing bank.


Minimum investment is $500,000.

Click Here for important disclosure information about the Charter program

This Program is only open to: a “qualified client” as defined under Rule 205.3.