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Mutual Funds and ETFs

  • Buy No Load funds tailored to your personal goals

No Load Mutual funds and Exchange Traded Funds are the major component of our managed portfolio. We have no reason to recommend clients pay a high sales fee. We recommend building a low-cost portfolio based on inexpensive index funds, exchange-traded funds and No Load funds.

  • No Minimum Account Size
  • Most investment advisors have a $200,000 minimum

Charttrader is one of the few investment advisor firms with no minimum account. The Minimum annual fee is only $300*. Charttrader offers traders and smaller investors a chance to experience the advantages of financial planning. Our advisors direct investors towards using proven time tested techniques to reduce risk and enhance expected returns.

  • Stocks

Working with your Investment advisor we will create a personalized approach towards your investments. Looking at your age and risk tolerance finding the right asset mix will be a big step towards achieving your long term investment goals.

  • Options

Options can be an effective way in increase returns, reduce risk and or increase income. Options involve risk and are not suitable for all investors.

Below is our model portfolio available to ChartTrader clients

Using various mutual funds, the historical returns and standard deviations are clearly shown.

Model Returns * 10-Yr 5-Yr 3-Yr YTD 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 STD
Customized Portfolio 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Conservative 6.78 6.46 5.64 4.94 8.1 2.76 6.13 11.5 4.01 5.98 8.17 2.63 7.61 11.3 3.16
Moderately Conservative 8.16 7.78 7.66 6.8 10.7 4.23 8.14 16.1 0.36 4.03 7.99 5.97 10.3 14.7 4.90
Moderate 9.73 9.17 9.79 8.46 13.1 5.75 10.5 22.2 -4.17 1.78 7.36 10.4 13.5 19.0 7.81
Moderately Aggressive 10.8 10.2 11.8 10.8 16 7.4 12.3 26.7 -8.1 -0.6 5.93 15.4 17.1 21.2 10.4
Aggressive 12.2 11.1 13.9 13.5 17.9 10.0 13.9 32.0 -13.4 -4.6 4.21 24.9 22.3 23.3 14.2
 
 

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