The Chartist - Investment Advisers

About The Chartist

The Chartist, whose legal name is Chartist Inc, is an investment adviser headquartered in Long Beach, California. The firm has two employees and reports regulatory assets under management of $169.71 million. It appears in this directory among the investment advisers in California, and the directory of US investment advisers covers the wider national group. The firm traces its origins to Dan Sullivan, who began publishing a stock market newsletter under The Chartist name in 1969. In 1988 he launched a second monthly newsletter for mutual fund investors, The Chartist Mutual Fund Letter. Sullivan later moved into money management, starting with his own and his mother's accounts. That family account became the basis of an "actual cash account" that tracks each recommendation from the newsletter using real money. The firm selects stocks using relative strength, which means favoring shares that have already outperformed their peers. Each holding carries a predetermined stop-loss point, and a rising stop is used on the upside to allow for normal price corrections. The trend and momentum models behind its recommendations are proprietary.

Key Facts

Assets Under Management

$169.71M

Employees

2

SEC File Number

801-11714