Charlesworth & Rugg, Inc. is an investment advisory firm registered with the Securities and Exchange Commission. Since 1976, we have specialized in managing portfolios of no-load mutual funds for a variety of investors including corporations, partnerships, individual investors, trusts, foundations, retirement plans, 401K plans and other tax-exempt entities.

We employ a conservative approach to investment management, emphasizing capital preservation and exceptional client service. Our goal is to provide the highest return and lowest risk consistent with the objectives selected by our clients.

Potential clients of Charlesworth & Rugg, Inc. are advised to read our disclosures and terms and conditions section.