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