Chartered Services

is a full service investor relations and corporate communications firm serving private, pre-IPO and public companies.

Our Value Proposition

We strive to optimize long-term shareholder value and thereby lower the cost of capital for our clients. With a relentless focus on our clients’ fiduciary responsibilities to shareholders, we proactively approach the global investment community as peers seeking strategic solutions in a time efficient manner.

Our Services

IPO Advisory

We partner with innovative companies to implement proactive IR programs. Our customized communications programs are strategically designed to optimize long-term shareholder value.

Investor Relations

We partner with pre-IPO companies 12-18 months prior to pricing to properly build a proactively driven communications infrastructure. In doing so, we help you strategically address your fiduciary duties as a public company.

Proactive Targeting

We partner with relatively undervalued enterprises to conduct proactive buy-side targeting as well as sell-side targeting to expand coverage of your company’s common stock.

Financial Media Relations

We partner with thought leading companies to curate a compelling story that resonates with the investment community. We take great pride in sharing your unique story with leading financial media outlets.

Private Company Advisory

We partner with venture capitalists, private equity firms and high growth private companies to effectively manage institutional shareholder relations.

Strategic Special Projects

Our team of former Wall Street veterans are able to objectively provide strategic counsel for your corporate special project needs.

Sector Coverage

Team of former Wall Street Veterans

Collectively, we leverage over 50 years of Wall Street relationships as former bankers, sell-side analysts, institutional equity salespersons, crisis management experts and social impact investors. Our vast network spans across Silicon Valley, Wall Street and emerging markets which enables us to effectively generate measurable results for our clients.