CHARTER OAK ASSET MANAGEMENT, INC.

Overview

Charter Oak Asset Management, Inc. is a fee-based investment adviser that combines portfolio management for individuals and small businesses with insurance-brokerage capabilities. The firm’s asset allocation and investment activity are concentrated in publicly traded pooled vehicles—primarily mutual funds—reflecting a model that relies on third-party fund managers rather than extensive in-house stock selection. Charter Oak charges a percentage of assets under management and hourly fees, which aligns with a blend of ongoing advisory relationships and consultative engagements. Client focus skews toward individual and family relationships with some institutional exposure. The adviser does not position itself as an active ESG investor and operates on a single-state basis. As an insurance broker, the firm integrates insurance solutions into client plans, using insurance products alongside mutual funds to meet income, liability-transfer and retirement goals.

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Public Holdings

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Location & Offices