Charles Street Asset Management, Inc.

Overview

Charles Street Asset Management, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individual, family and small-business clients. The firm operates with an owner-managed structure and uses a fee model that includes a percentage of assets under management, hourly charges and fixed-fee engagements. Filings indicate the firm favors pooled public-market vehicles—principally mutual funds—rather than large direct-equity concentrations, and it maintains a primarily discretionary mandate across its client base. The firm is affiliated with an insurance company, which aligns with its use of annuities alongside traditional investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices