Whether you are an Outsourced Chief Investment Officer (OCIO), Registered Investment Advisor CEO, Franchise Owner, a provider of a separately managed account (SMA), or other type of Financial Professional, our limited distribution proprietary BOC Portfolio can drive your aggressive with less risk returns. We are taking requests by type. All inquiries begin by signing our confidentiality agreement, and emailing it to Dan@BusinessOwnersCharter.com. Then you may call Dan at 708-825-7301.

Since inception in 2017 Business Owners Charter, Inc. Total Returns after advisor fees speak for themselves.

The concept is simple. There are no third parties that influence or control how client assets are invested. Our proprietary worldwide big data sweep technology seeks back tested algorithmic solution based potential excess returns over S&P 500.

Our Mission

  1. We seek to determine the expensive investment problems plaguing the financial professional investor market and solve them with small on-going, nuanced improvements.
  2. We deliver financial reports to their clients meticulous about error avoidance.
  3. Our clients use their own client communication, backed up by our proprietary research explaining all BOC Portfolio recommendations.

Our Values

  1. We seek to have faith in all those around us; in their good common sense ability to do the next right thing.
  2. We seek an interdependence based on Spirit-centered community by changing ourselves and no one else.

Returns & Research

Not necessarily indicative of future returns.
BOC Portfolio Overview

BOC Portfolio Returns

Business Owners Charter, Inc.

6436 N Oketo Ave.

Chicago, IL 60631, United States

Research Blog Page