The Chartist

Overview

The Chartist is an independent, SEC-registered investment adviser organized as a corporation and operating since 1976. It serves individual and family clients, providing portfolio management and publishing investment periodicals or newsletters — the firm's fee mix includes a standard percentage-of-AUM advisory fee plus subscription fees tied to its publications. The adviser does not self-identify as an active ESG investor, and its regulatory profile indicates it is not registered as a multi-state adviser. Service delivery is centered on discreet, client-level portfolio management rather than large-scale institutional consulting. The firm's advisory activities emphasize direct management of individual and small-business portfolios alongside its publication business, which likely underpins the subscription revenue line.

Assets & Accounts

Public Holdings

Investments & Alternatives