CHARTER OAK ASSET MANAGEMENT, INC
1520 Highland Avenue
Cheshire, CT 06410

P: 203.272.3597
F: 203.272.2920

charter.oak@snet.net

ROBERT S. MALIK              President / CEO
R. JEFFREY LEUKART        Director Operations

Check the background of these investment professionals on FINRA's BrokerCheck

PLEASE CONTACT US IF:

  • You wish to retain the services of a Registered Investment Advisor (RIA) with a 30 year track record spanning both favorable and unfavorable market cycles to actively manage your investment portfolio.
  • You prefer to deal with a fiduciary, which is required by law to always act in your best interest.
  • You want an Advisor that offers a measured approach to managing investment risk.

Registered Investment Advisor – State of Connecticut Department of Banking
Broker Dealer Member – Financial Industry Regulatory Authority (FINRA)
Member of the Securities Investor Protection Corporation (SIPC)
State of Connecticut Insurance Department - Life, Accident & Health License