Corporate Information

Charles Stephen and Company, Inc.

• Established in 1983, The Oldest and Largest Firm of it's type in New Mexico.
• Registered as an Investment Advisor with the Securities and Exchange Commission.
• Our staff credentials include 2 MBA's, 3 Certified Financial Planners, 3 Registered Securities Principals, a Chartered Financial Consultant, an Accredited Pension Representative and an Accredited Pension Administrator.
• We were listed in a special issue of Money Magazine as one of the top 200 Financial Planning firms in the United States as chosen by our peers.
• We actively manage over $250 Million for qualified plans , individuals and corporations. Each portfolio is custom designed.
• We currently offer investment advice to over 100 Qualified retirement plans. We can also offer plan administration services if necessary.oWe are affiliated with Partners Financial, a national partnership of over 250 the most prominent financial services firms in all 50 states.
• We are currently licensed to practice in 14 states
• We are considered to be "cutting edge" in technology and systems by our peers.