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Charter Equity Research, Inc.

Founded in 2003, Charter Equity Research, Inc. is an independent, research-only firm focused on the technology industry. We provide insightful qualitative analyses on the companies we follow with a perspective of the entire industry. This gives our clients the appropriate context needed to make accurate and timely investment decisions.



Services


Our services include:
  • Company-specific proprietary equity research backed by copious data and analysis
  • In-depth, strategic industry reports highlighting the next big technological trend before it happens
  • Management Non-Deal Roadshows and conference calls
  • Investor tutorials on technologies, companies and industry segments
  • Direct access to analysts for timely, immediate feedback on stocks and the market
  • Monthly one hour investor conference calls with CEOs and/or CFOs as well as discussions on a variety of topics in the technology industry
  • Detailed company models, including estimates and valuation assumptions
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