Services

Valuing the management and other tangible/intangible properties of an investment opportunity is a full time and complex task. Standard provides a vast wealth of research, investment and trading experience to assure our clients the most comprehensive, customized services in the assessment, location and execution of their investment directives. Standard is recognized for excelling in the inactive securities market where accurate yardsticks of values and fair markets are not readily available. Our extensive database of unlisted securities as well as historical fixed income pricing offers service and results for an investment boutique. Standard's proprietary collection of over 1000 unlisted securities provides otherwise unattainable information to our clients for their due diligence and trade formulation. This information has been obtained through our direct investment in the inactive equity arena which supports our continued research, deal capture and risk management efforts.

Standard recognizes that performance, confidentiality and communication leads to strong client service. We are dedicated to work hard at maintaining all three of these essential principles and will be available at all times to fulfill analytical, account maintenance or transactional requests.

Standard believes that service is an extension of our core business. We are responsive to new investment proposals and the needs of our diverse clientele, not married to internally generated ideas or inventory influences. We offer creativity in providing solutions to difficult research projects and portfolio acquisition or divestiture problems. We are committed to providing every degree of assistance necessary to help our clients through all phases of the investment process.

Standard believes the opportunities and problems facing this highly specialized and often unpredictable marketplace presents unique challenges to our customers. Standard is prepared to meet this challenge and assist our clients with their long term investment goals.

Our standard services include:

  • Securities Analysis
  • Insurance Services
  • Mutual Fund Distribution
  • Preferred and Common Stocks
  • Corporate Bonds
  • Fixed Income Analysis
  • Insurance Products
  • Public Partnerships
  • Estate Planning
  • Corporate and Private Appraisal Services

Customized services for equity and fixed income investing include:

  • Trade Discovery
  • Deal Capture
  • Trade Processing
  • Risk Management
  • Position Maintenance
  • Corporate/Industry Analysts Periodic
  • Research/Financial Reports Dealer
  • Pricing and Activity Reporting
  • Insurance/Estate Planning Analysts
  • Investment Management Services

Our specialized services include:

For more information on Standard Investment Chartered, Inc. services, please contact us.


Standard Investment Chartered, Inc. may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker-dealer, investment adviser, BD agent or IA rep requirements as the case may be.

Follow up, individualized responses to consumers in a particular state by Standard Investment Chartered, Inc. that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker-dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

For information concerning the licensure status or disciplinary history of Standard Investment Chartered, Inc., a consumer should contact his or her state securities law administrator.

Securities products and services are offered by Standard Investment Chartered, Inc., a FINRA member firm.

Content Copyright © 2006 Standard Investment Chartered, Inc.