top of page
Headshot (2)-modified.png


Owner & Investment Advisor Representative

With a background in engineering, Charles seeks to use his analytical skills to make complex investment techniques accessible for everyday investors. His mission is to generate returns that are superior to traditional strategies.

About Us: Team
Image by Patrick Weissenberger


At Charles Capital, we wish to bring the advantages of complex investing techniques to the everyday investor. We do this by actively managing client investments, as an alternative to more passive, buy and hold strategies. 

Our strategy is centered around the momentum factor, which academic research has shown exhibits superior performance compared to other investment strategies or benchmarks. 1,2

We are a fee-only, independent registered investment advisor. Being fee-only means we do not receive commissions or other payments from the providers of financial products we recommend to you. We adhere to the fiduciary standard and must place the best interests of our clients before our own.

About Us: About

1. Geczy, C., Samonov, M., and Sokolinskiy, O. (2016). Two centuries of momentum. Financial Analysts Journal, 72(5), 49-65.
2. Gray, W. R., & Vogel, J. R. (2016). Quantitative Momentum: A Practitioner's Guide to Building a Momentum-Based Stock Selection System. Wiley.

About Us: Text
bottom of page