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

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PLEASE CONTACT US IF:

  • You wish to retain the services of a Registered Investment Advisor (RIA) with a 38 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 federal statue to always act in your best interest.
  • You want an Advisor that offers a measured approach to managing investment risk.