Upland Capital Management

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

Lavan Financial Group provides access to a suite of invaluable business solutions, services, and resources. We help small businesses achieve success - Business Loans - unrivaled access and speed to best of breed funding - Finance Suite for broad credit solutions and business credit and a clear path to bankability and more affordable capital - Business and professional services - discounted - Digital growth solutions with proof of performance. Business Success Platform impact Sales, Spend and Cash flow to drive performance. A unique differentiated value delivering real results. More businesses succeed with Lavan Financial Group

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.