About CHARTER OAK ASSET MANAGEMENT, INC.
Charter Oak Asset Management, Inc. is a reputable financial advisory firm based in Connecticut. Founded in 1995, the firm has been providing high-quality financial services to individual and institutional clients for over 25 years. Charter Oak takes pride in their team of experienced and knowledgeable advisors who strive to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning
- Offers a wide range of investment options
- Utilizes a disciplined and strategic approach to investing
- Fosters long-term relationships with clients through regular communication
Facts and Insights
In today’s complex financial landscape, having a trusted advisor to guide you through important financial decisions is crucial. Charter Oak Asset Management, Inc. understands this and strives to provide clients with the best possible financial advice and service.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 25 years |
Financial Services Offered
Charter Oak Asset Management, Inc. offers a range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
Client Types
Charter Oak Asset Management, Inc. caters to a diverse group of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Businesses
- Institutions
Fees & Compensation
Charter Oak Asset Management, Inc. is a fee-only firm, which means they do not receive any commissions or third-party payments. This ensures that their advisors act in the best interest of the clients at all times. Fees are based on a percentage of assets under management and may vary depending on the type and complexity of services provided.
Background
The team at Charter Oak Asset Management, Inc. consists of experienced and highly qualified professionals. Their advisors have diverse backgrounds in finance, accounting, and law, enabling them to provide well-rounded financial advice to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Charter Oak Asset Management, Inc. is required to disclose any potential conflicts of interest to clients. They hold themselves to high ethical standards and are committed to transparency in all their dealings. Clients can access the firm’s Form ADV, which outlines their business practices, fees, and potential conflicts of interest, on the SEC’s website.