Our simplified onboarding flow

Discover - Connect - Invest - Align - Engage

Discover

Explore our partnership.

We begin with a relaxed, no-obligation conversation to understand your financial aspirations and values.

You can schedule your Discover meeting here, or have us reach out to you.

Connect

Seamless and Secure Account Creation

If we’re a fit, you'll receive a secure digital envelope from our custodial partner Charles Schwab to provide necessary tax information, ensuring a smooth account setup.

Invest

Funding your future.

Choose the funding method that suits you:

  • an Automated Clearing House Electronic Funds Transfer (ACH EFT)

  • a wire transfer

  • an Automated Customer Account Transfer Service (ACTS) from another brokerage

  • a 401(k) rollover.

  • a personal or business check made out to yourself, or your account number (once established)

Align

Crafting a strategy that reflects your values.

Once your account is funded, we'll meet to confirm your expectations, values, and risk tolerance, ensuring your investment strategy aligns with your personal vision and liquidity requirements.

Engage

Ongoing support and transparency

You'll receive semiannual updates on your portfolio's performance.

Additionally, you're welcome to reach out for meetings or calls at any time.

Our relationship is a continuous partnership, rooted in transparency and your needs.

A journey starts with a single step.

contact@charmcity.capital
(410) 404-9402

PO Box 22465
Baltimore, MD 21203