Charter Oak's fiduciary pledge to you...
- We put your interests first at all times and invest the majority of our personal assets alongside yours.
- We manage your investments with prudence, a long-term perspective, and the goal of providing consistently better risk adjusted returns on a relative, and absolute basis over a full market cycle.
- We adhere to the highest standards of ethical behavior, and fiduciary responsibility.
- We strive to be the highest-value provider of investment service, while keeping costs as low as possible.
- We communicate candidly with you about investment risks, costs, as well as potential rewards.