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February 09, 2016 8:55 PM 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

President, Chief Executive Officer and Director
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 2015.

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