Charlesworth & Rugg is an independent investment advisory firm registered with the SEC. Since 1976 we have specialized in managing portfolios for individual investors, corporations, retirement plans, trusts and foundations.
We build modern, cost effective portfolios rooted in academic theory and practical real-world experience. Our backgrounds range from academia to Wall Street.
Whether you are looking for specific guidance or a comprehensive financial plan, we partner with you to address your unique goals and circumstances.
We offer transparent, low cost, institutional-class solutions and services to 401(k) plans of all sizes. We act as an ERISA 3(38) Fiduciary Investment Advisor.