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ChartMark Principles
We seek a long term mutually rewarding relationship with each of our clients. Your goals become our goals, your needs become our needs and your success becomes our success. We seek to become your primary financial advisor and trusted partner. Such relationships are developed over time as we learn about your individual needs. We seek to earn your trust by providing exceptional customer service, state-of-the-art performance reporting and a live voice on the other end of the phone. We will individually walk you through the planning and investment process from beginning to end.

Once goals are set and adequate risk management strategies are in place, we seek to maximize the long-term return on investments by focusing on equities. ChartMark's investment philosophy is to seek out and acquire core equity holdings in publicly traded companies it believes to have superior performance potential relative to their peers and the broad market over a three to five year market cycle. The portfolio will generally contain 20 to 30 securities diversified across various sectors and market capitalizations. Our investment selection process combines aspects of value and growth investing by incorporating top-down, bottom-up and technical research into our analysis.

Trust is the foundation of all productive relationships. Trust is developed over time as we work with you. The planning process we take our clients through cultivates such trust. Sound planning is the foundation of all successful wealth creation strategies. Our philosophy is predicated on the basic economic principle that all resources should be allocated to their most valued use. Your time, unique expertise and financial capital should be used effectively. To this end, we believe in creating written financial plans and investment policy statements. We take into account your prioritized goals and time frames along with your current and potential financial resources. We then structure your balance sheet and asset allocation plan to accommodate risk management and your short-term funding needs with the intention of carving out the maximum amount of capital possible to invest for long term growth.
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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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