As a registered investment advisor, the Securities and Exchange Commission (SEC) regulates Charter. The SEC requires us to make certain information and disclosures available to clients. As a convenience to our clients, we have made some of the required disclosures available below. Please note that Adobe 5.0 or higher is required to open some of the following documents:

• Form ADV Part II

• Code of Ethics

• Privacy Policy

• Custody Disclosure

• Proxy Voting Policy

• Notes to Investment Performance

• Best Execution Disclosure

• Pro-Star Realty Disclosure