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ChartMark Investments, Inc.

2200 S Utica Place, Suite 525
Tulsa, OK 74114

Phone:

918-477-7685

Fax:

918-477-9124

E-mail:

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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We are a Registered Investment Advisor providing Portfolio Management, Investment Consulting and Financial Planning Solutions to Individuals, Small Businesses and Institutions.

Tulsa skyline at sunset across the Arkansas River

We enthusiastically welcome the opportunity to serve your investment needs. The selection of your professional financial advisors is among the most important decisions that people face. We realize that clients have diverse preferences and virtually unlimited choices. We recommend you give us a call or send us an e-mail to schedule a mutually convenient time to discuss your situation and give you a chance to ask us questions. We offer one complimentary appointment to allow a free flowing discussion of your objectives and our services. Our intention is to offer you a no pressure opportunity to evaluate our ability to serve your needs.

Newsletters

Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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