THE CHARTIST

Overview

The Chartist is a long-established, SEC-registered advisory firm (since 1976) that serves individual and family clients. It operates as a corporation with individual ownership and combines portfolio management with the publication of periodicals or a newsletter; the firm’s business model includes both percentage-of-AUM fees and subscription fees, reflecting a hybrid advisory/publishing revenue mix. The Chartist does not identify as an ESG investor, is not registered as a multistate adviser, and does not present itself as a pension consultant or related adviser. The firm’s advisory focus is retail-oriented rather than institutional capital allocation. In practice that means client portfolios are managed for individuals and small businesses while the firm also distributes written market commentary or investment research to subscribers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices