CHT Group, Inc.

Overview

CHT Group, Inc. operates as a small, fee-based advisory corporation that combines accounting services with financial planning and portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and lists financial planning, portfolio management and pension consulting among its advisory activities. Its stated investment preference is equities, with a clear tilt toward exchange-traded products and liquid public markets rather than private or illiquid strategies. With modest reported assets, CHT Group appears to run a compact investment practice focused on straightforward equity exposure and mutual funds. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser. Its business mix—accounting plus advisory services—suggests clients may engage the firm for both tax/accounting coordination and investment oversight.

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Public Holdings

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Location & Offices