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ChartMark Investments, Inc.

2200 S Utica Place, Suite 525
Tulsa, OK 74114

Phone:

918-477-7685

Fax:

918-477-9124

E-mail:

Calculators

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Contact Us

Please feel free to contact us with any questions.

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We are a Registered Investment Advisor providing Portfolio Management, Investment Consulting and Financial Planning Solutions to Individuals, Small Businesses and Institutions.

Tulsa skyline at sunset across the Arkansas River

We enthusiastically welcome the opportunity to serve your investment needs. The selection of your professional financial advisors is among the most important decisions that people face. We realize that clients have diverse preferences and virtually unlimited choices. We recommend you give us a call or send us an e-mail to schedule a mutually convenient time to discuss your situation and give you a chance to ask us questions. We offer one complimentary appointment to allow a free flowing discussion of your objectives and our services. Our intention is to offer you a no pressure opportunity to evaluate our ability to serve your needs.

Newsletters

What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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