CHT Group Inc. is an independent Registered Investment Advisor providing investment management services to individuals and qualified retirement plans. We assist our business clients with the design and implementation of both qualified and nonqualified retirement plans. Our Investment Management services incorporates the best technology available to guarantee that a client is invested in accordance with their risk tolerance and in the optimal and most efficient investment allocation strategy.
We offer wealth management and financial planning services to our clients. Our approach to personal financial planning is not product focused meaning we do not receive commissions on mutual funds or insurance products. A client can rest assured that we deliver strategies that are in his or her best interest, not our own.
We offer a wide variety of consulting services either performed by our company or by referrals to our Group associates, with no referral fees involved. Our founder, Charles Tune, CPA CWS has served the Texas and Oklahoma area since 2000; adding New Mexico in 2010. We expanded our services to Colorado in 2017 and Arizona this year.