Our Firm



ChartMark Investments, Inc. is a registered investment advisor providing portfolio management, investment consulting and financial planning solutions to individuals, small businesses and institutions. We focus on portfolio management services including securities selection and trading, investment policy development and asset allocation. In addition, we maintain strategic alliances with financial and legal professionals to coordinate and deliver a wide reange of investment services for our clientele. 

We are an independent, fee-only investment and financial adviser. We have no products to sell and are not driven by commission. Our only goal is your financial success. We work for the client. As independent financial advisors, the overriding principle which guides all of our actions is our responsibility to the client. Stockbrokers, financial planners and other purveyors of financial products are often faced with tremendous pressure to first serve the needs of their employers. True objectivity is what our clients demand and that is what they get.

It is not enough today to work hard and earn a salary. To do the things you want to do, to go places you want to go, to have the things you want to have in your life, you absolutely must save and invest intelligently. The second income from your investments will help you reach your goals and provide you and your family with a more pleasurable life and real financial security.

Our mission is to make a significant contribution to the quality of life of our clients by empowering them with the peace of mind and personal satisfaction that comes from achieving financial security. We further strive to set the industry standard for service and professionalism by employing solid investment principles, a strong work ethic and professional attitude.