A complete list of active advisors currently associated with Charter Oak Asset Management, Inc.

Warmer can help you find a great advisor at Charter Oak Asset Management, Inc. or one who fits your needs even better.

Charter Oak Asset Management is a small, state‑registered investment adviser that serves individuals, high‑net‑worth clients, retirement plans, trusts, corporations and non‑profit organizations, generally subject to a $250,000 relationship minimum. The firm provides discretionary portfolio management through its proprietary Managed Account Programs (MAPs), along with purchase advisory services for individual fixed‑income securities and hourly consulting, and also offers life, accident and health insurance products through a licensed producer. The firm’s MAPs use a strategic asset allocation framework across equity and fixed‑income fund portfolios and emphasize active management, with positions adjusted based on charting, economic and technical analysis. Charter Oak reports program results quarterly, sending clients performance comparisons versus the S&P 500 and a three‑year average beta for each MAP, and invests client assets primarily in mutual funds, ETFs and bank CDs held at major custodians. Noteworthy for a firm of its size, Charter Oak publicly reports MAP performance and provides routine benchmarked performance letters to clients—an uncommon disclosure among peers. It also operates an in‑house licensed insurance producer and may receive insurance commissions and soft‑dollar research credits, which the brochure discloses as potential sources of additional compensation.

To learn more about the advisors currently working at Charter Oak Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.