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.