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 are committed to doing what is right for our clients. If we believe an investment is better off where it is now - we’ll tell you. Our firm was built on the idea that doing the right thing earns trust. We are proud to continue carrying this legacy into the future.