Since 1969, The Chartist has been dedicated to helping individuals achieve their financial goals. Portfolio Manager Dan Sullivan has always applied his own disciplined, unbiased, and independent approach to making money in the stock market. Through bull and bear markets, he has helped clients do the same.

The Chartist is one of the few advisory services in the country that has built a successful track record with a real money account. While we can’t guarantee future results like those of the past, we can promise that we will manage your money as carefully and prudently as we manage our own. Currently, The Chartist manages over $250 million. Our clients include individuals, corporate and profit sharing plans, trusts, estates, and foundations.