Charter Research Investment Group, Inc. is an independent fee-only SEC Registered Investment Advisor based in Southport, CT. They specialize in providing personalized investment management services to affluent individuals and families, offering an uncompromising level of personal service and commitment. With a focus on understanding each client's investment objectives, Charter Research Investment Group tailors strategies that align with their risk and reward parameters, whether it's preserving capital, generating reliable income, growing assets, managing concentrated stock positions, or facilitating tax-efficient wealth transfer.Generated from the website

ARGA Investment Management LP, based in Stamford, CT, is a global value manager that emphasizes experience and discipline in global equity investing. The firm prides itself on its commitment to integrity and alignment with clients through employee ownership and a clear adherence to its stated values. Dedicated to transparency and ethical standards, ARGA warns investors against scams that misuse its name, including those operating on platforms like WhatsApp and LinkedIn. The firm's approach focuses on delivering value and managing investments responsibly while maintaining a strong commitment to sustainability and alignment with client interests. Generated from the website

Located in the serene town of Guilford, CT, Compass Securities Asset Management stands out as a reliable resource for those seeking expert financial guidance. Nestled amidst the picturesque surroundings of this quaint New England town, this financial planner offers a blend of professionalism and personalized service that sets it apart from the rest. With a team of seasoned financial experts at the helm, Compass Securities Asset Management provides tailored strategies to help clients navigate the complexities of wealth management. Whether you're planning for retirement, investing for the future, or seeking advice on estate planning, this establishment prides itself on offering comprehensive solutions to meet your financial needs. Generated using this place's available information