The Charter Group
Discretionary portfolio management, managed in-house.
Based in Langley, we serve business owners and high-net-worth families across the Fraser Valley.
Portfolio construction, asset allocation, and security selection are handled in-house.
The Charter Group oversees more than $750 million in client assets as of June 20, 2026.
What We Do
In-House Decision Making
Portfolio construction, asset allocation, and security selection are handled internally.
Discretionary & Accountable
Portfolios are managed on a discretionary basis with clear responsibility for decisions and oversight.
Total Return Oriented
We focus on long-term total return through growth, income, liquidity, and risk management.
Transparent & Liquid
Clients can see what they own and understand why they own it.
How We Think
We view portfolio management as long-term capital stewardship.
Our role is to allocate capital thoughtfully, manage risk with discipline, and compound wealth across full market cycles.
Investment decisions are made internally by our team. That structure creates clear accountability and consistency in how portfolios are built and managed.
Latest Monthly Investment Memo
June 2026
Space Jam IPO
A monthly update on markets, portfolio positioning, and the investment issues we are watching.
The Team Behind the Portfolios
The Charter Group is structured around investment leadership, client relationships, planning support, and operations.
Portfolio decisions, client service, and planning coordination are handled through a defined team structure. The goal is consistency, continuity, and clear accountability.
Who We Work With
We work with business owners, professionals, and families who have built meaningful wealth.
Clients who fit us best value clear decision-making, transparency, and a disciplined long-term approach to capital.
Start a Conversation
If you would like to learn more about our investment approach or discuss your portfolio, we would welcome the opportunity to speak with you.
