What we can do for you
Investment history is full of important lessons, but one must listen and learn from this history to profit from it. Chuck Bernhard has lived and invested through both bull and bear market cycles and learned from them both; to the benefit of his clients. He is a true value investor who believes in identifying profitable trends and following them just as he identifies risky trends and avoids them.
His client's needs and wishes differ greatly but one point is common to all: they all do and should demand that their assets work very hard and productively for them. To ensure success we are comfortable going well beyond the typical Wall Street formula of buy and hold the standard stocks, bonds and mutual funds.
There are always productive places to invest capital. Chuck has the knowledge and resources to find them.
To ensure that his interests are aligned with his clients, services are available on a "fee for services only" basis. There are no products and no commissions.
We will be happy to analyze your particular investment situation. Contact us for an introductory appointment. There is no cost or obligation.