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Charter Research & Investment Group, Inc.
Charter Research & Investment Group, Inc. is an independent, fee-only SEC Registered Investment Advisor based in Southport, Connecticut, founded in 1990. With 3 employees, the firm specializes in providing comprehensive investment advisory and financial planning services primarily to affluent individuals and families, as well as high net worth individuals, pension or profit sharing plans, charitable organizations, and select small businesses. They are committed to delivering customized portfolio management and financial strategy solutions tailored to clients’ unique goals and risk profiles, offering transparent fee structures and a high level of personal service.
Investment Strategy
Charter Research & Investment Group, Inc. employs a personalized investment approach, tailoring comprehensive strategies based on each client's individual objectives, financial circumstances, and risk parameters. Their goal is to balance risk and reward according to client instructions, managing portfolios that may focus on capital preservation, income generation, asset growth, concentrated stock management, and tax-efficient wealth transfer. As a fee-only advisory firm, they offer both portfolio management and financial planning services, emphasizing ongoing dialogue and accessibility to help clients achieve long-term goals.
Latest 13F Filing Activity
Charter Research & Investment Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 83 equity positions with a total 13F market value of $134M. The fund increased holdings in Meta Platforms Inc., International Business Machs, Microsoft Corp. among other positions. Charter Research & Investment Group, Inc. reduced exposure to Apple Inc., Bristol-myers Squibb Co., Pepsico Inc. among others.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 10.41% | $13.9M | 67,918 | $44.16 | $205.17 | -$1.4M |
| ALPHABET INC CL A | 5.87% | $7.9M | 44,585 | $55.43 | $176.23 | +$713.6K | |
M META | META PLATFORMS INC | 4.40% | $5.9M | 7,990 | $181.97 | $738.09 | +$1.2M |
I IBM | INTERNATIONAL BUSINESS MACHS | 4.31% | $5.8M | 19,596 | $123.68 | $294.78 | +$831.4K |
R RTX | RTX CORP | 4.18% | $5.6M | 38,302 | $71.30 | $146.02 | +$468.4K |
Industry Allocation
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