About Us | Conflict Free Environment
Independent Advice-Conflict Free Environment
As an independent financial management company, Charter Oak Capital Management functions in a conflict-free environment providing you the very best services possible. The potential benefits of using the services of an independent financial advisor accrue to the investor throughout our long-term relationship.
- As an independent Maine-based firm, we are fundamentally different from other large institutional brokerage firms and can provide you the peace of mind that we are working solely in your best interest.
- When designing your portfolio, we are free to consider all of the thousands of investment alternatives available today. Since Charter Oak Capital Management’s advisors are independent, there are no artificial limitations placed on which investments we can use.
- When building your portfolio, we can weigh the merits of one investment against another, recommending investments solely because they will contribute to the potential success of your investment strategy. There is no pressure or incentive to use proprietary products.
- When assessing your portfolio's current performance, we use objective criteria to gauge the performance of each investment. A professional financial advisor will help you track the progress of your portfolio toward the financial goals you've set and advise you as to whether it's time to make changes or time to stay put.
