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Services | Family Offices and Endowments For other Registered Investment Advisors, Family Offices, non-profits, and pension plans, Charter Oak serves the high net worth investor or endowment through the management of a core equity portfolio. This proprietary core equity portfolio is the centerpiece of our investment and research team’s efforts. Our aim is to consistently generate returns that outpace their benchmarks. We can provide a core equity investment management program centered on you and your client's needs.
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