Company Information

Get to know Charter Trust Company

Founded in 1984 in Concord, New Hampshire, Charter Trust Company operates as a division of Bar Harbor Bank & Trust. The firm specializes in providing personalized wealth management, investment management, and trust services for individuals, families, foundations, and endowments. They emphasize a disciplined, long-term investment philosophy and a high level of client service. Acquired by Bar Harbor Bank & Trust in 2019, the company combines its boutique service model with the resources and stability of a larger banking institution.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Charter Trust Company

United States

Founded in

1984 (42 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.