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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

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Car Affordability

How much can you afford to pay for a car?

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