At Wendell Charles Financial, we provide an independent & consultative approach to investment management. Each individual or corporation is unique & deserving of a comprehensive plan to achieve their specific goals. As a trusted advisor to our clients, we partner with many of the world’s leading investment managers & companies without the use of proprietary product.
The most important part of our firm is the relationship we have with each client. We only work with a select group of clients in order to remain easily accesible & directly communicate with each individual or plan sponsor . The professionals of Wendell Charles Financial look forward to helping our clients continue building their legacy through disciplined investment management strategies.
In addition to asset management, our clients are often looking for opportunities that exist outside of major exchanges. These opportunities are often referred to as “alternative investments” & require extensive due diligence & evaluation prior to being discussed. We utilize our expertise & relationships for a select group of clients meeting minimum requirements & risk tolerance levels.
Many corporations offer a 401(k) or other group retirement plan to help employees save & invest for retirement. Our firm can assist in plan design, fiduciary responsibility monitoring, & employee education. Owners, executives, & highly compensated individuals searching to go above & beyond 401(k) plan limits are often unaware they have additional options. Our executive level services consult with corporations to develop company specific strategies.