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About ChartMark
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.
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This site has been published for residents of the United States. The site has been prepared for informational purposes only. It is not an offer or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular strategy. ChartMark Investments is a Registered Investment Advisor in the states of Oklahoma, Louisiana and Texas. If you are not a resident of one of these three states we will not be able to share investment advice and related services with you at this time. Should you desire information on ways in which our company may help you with your financial service interests please feel free to contact us. We may be able to become registered in your state or qualify for a de minimis exemption at which time we would be able to further discuss how our services may meet your needs.



This communication is strictly intended for individuals residing in the state(s) of LA, OK and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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