Charter Oak serves clients who have a minimum of $100,000 to invest
in our various proprietary Managed Account Programs (MAPs):

  • Individuals and Families
  • Professionals (Doctors, Attorneys, Accountants, Executives, etc.)
  • Corporations
  • Non-Profits

We can make investment decisions for the following types of accounts:

  • Investment Accounts (Individual, Joint, Entity, Custodian, & Guardian)
  • Trust and Estate Accounts
  • All Types of IRAs (Traditional, Rollover, Inherited, Roth, Simple, SEP)
  • Corporate Retirement Accounts and Plans (401K, 401a, 403b)
  • Non-Profit Accounts
  • Fidelity Investments Life Insurance Co. or Nationwide No Load & No Surrender Cost Variable Annuities