About Us

Pete Charles is a Boise, Idaho registered Investment Advisor with over 35 years of investment experience. He started out with a trust organization in Dayton, Ohio working with individual investors. He later moved to institutional investments as Managing Director for First Capitol Group, a division of First Union in Charlotte.

Among other responsibilities Pete’s was responsible for mutual fund selection, asset allocation, and oversight of client portfolios. Pete has experience in all phases of investment management including: Financial planning, risk tolerance assessment, asset allocation, stock and bond selection, mutual fund evaluation, and active portfolio management.

Pete has an undergraduate degree from Colgate University and an MBA from the University of Dayton Ohio. After college Pete tried out with the Dallas Cowboys. He and his wife Karen operate the Mountain Magnolia Inn in Hot Springs, NC. He is a Board Member of Mountin” Hopes, a therapeutic riding center for children and adults with disabilities.