The Chartist

The Chartist provides fee-only, discretionary portfolio management to individual investors as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, advising primarily in common stocks, exchange-traded funds, no‑load mutual funds, and money market funds. In addition to portfolio management, the firm publishes two subscription periodicals — a triweekly newsletter with specific buy and sell recommendations and a monthly mutual fund/ETF letter — and offers complimentary subscriptions to its portfolio clients.

The firm’s investment process relies on predefined model portfolios and a combination of charting and technical analysis, with both long‑term and short‑term trading strategies and the option to use margin where authorized. Accounts are managed on a discretionary basis, monitored and rebalanced as market conditions change, and clients receive quarterly performance reports and portfolio appraisals.

Noteworthy aspects include the public-facing subscription business — the newsletters provide frequent trade recommendations and the firm licenses those periodicals for distribution through Forbes.com — combining published advisory content with managed accounts. The Chartist is a long‑established advisory firm (founded in 1975) with a small advisory team managing a mid‑sized asset base and account minimums that align the practice with individual investors rather than a clientele concentrated in high‑net‑worth households.