January 30, 2015 9:55 AM ET

Capital Markets

Company Overview of Charter Trust Company

Company Overview

Charter Trust Company is a privately owned investment manager. The firm also provides wealth management, financial planning, tax planning, and retirement planning services to its clients. It provides its services to individuals, families, small businesses, and non-profit organizations. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity and fixed income markets across the globe. The firm invests in the growth and value stocks of small cap, mid cap, and large cap companies. For its fixed income securities, it invests in US treasuries, US agency bonds, high quality corporate bonds, preferred stocks, taxable municipal bonds, municipal bon...

90 North Main Street

Concord, NH 03301

United States

Founded in 1984





Key Executives for Charter Trust Company

Chief Financial Officer and Director of Financial Planning
Vice President and Wealth Advisor
Senior Vice President and Senior Wealth Advisor
Chief Investment Officer
Compensation as of Fiscal Year 2014.

Similar Private Companies By Industry

Company Name Region
Jorgensen Broadcast Brokerage United States
Automated Trading Desk Financial Services, LLC United States
Nunami Services, LLC United States
Marathon Capital, LLC United States
Stoneleigh Partners Acquisition Corp. United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Bertelsmann AG Europe
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Charter Trust Company, please visit www.chartertrust.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.