The Charter Oak...“ It has been the guide of our ancestors for centuries to the time of planting our corn; when the leaves are the size of a mouse's ears, then is the time to put the seed into the ground"
Native American, 1630's
Charter Oak Investment Network (COIN) is a Registered Investment Advisor (RIA) providing unbiased, comprehensive asset management advice to generations of families in the Litchfield Hills of Connecticut. Founded on the core principal that stewarding a family's assets with an independent, transparent, and consistently professionial manner has successfully bred personal freedom which financial independence makes possible.
Life is full of twists and turns; life partners, children, and elder parents to care for, changes in employment and marital status, successes and challenges in business and investment, all combine to make the future uncertain but full of possibilities.
The COIN investment process recognizes this uncertainty and the fact that a comprehensive plan that adapts as your situation changes with time is a requirement for financial security. Realizing future goals and dreams, and providing for those who depend on you is greatly enhanced with guidance from a COIN professional and your carefully monitored personalized investment plan.
At COIN we use the latest in financial planning technology to give you the most comprehensive picture possible of how you can attain future goals.
The COIN investment process recognizes this uncertainty and the fact that a comprehensive plan that adapts as your situation changes with time is a requirement for financial security. Realizing future goals and dreams, and providing for those who depend on you is greatly enhanced with guidance from a COIN professional and your carefully monitored personalized investment plan.
At COIN we use the latest in financial planning technology to give you the most comprehensive picture possible of how you can attain future goals.