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Charter Oak's  - COVID-19 Update


We all live in this world of uncertainty and this new catalyst has its many uncertainties for mankind and economies around the world.


Charter Oak is focused on delivering our high-quality, timely services and we are fully prepared to continue to serve you.  


Our well established business continuity plan has been implemented.  As such, all of our employees will be working remotely, something that we have been doing seamlessly for many years. We are also doing our part in slowing the spread of this virus by limiting all our in-person in-office meetings in favor of phone or online meetings.  We will be monitoring events as they unfold, and will act prudently toward seeing more of you in our offices when the conditions are supportive.


  • We have technology which allows all of our investment, trading systems, and cashiering to be fully functional regardless of our physical in-office presence.

  • All of our communication systems, phone, email, online meetings, are fully functional - we can hold online meetings and share our screens and cameras easily.

  • We have the technology for digital document signing on any necessary forms through our partnership with DocuSign - so nothing will go "undone"


We recognize that we all need to do our part to help each other, and with ALL of our efforts we can get through this and hopefully come out stronger, smarter, with a new lease on life.


We appreciate the opportunity and trust you have placed in our guidance.  We are here to serve you and help you make the best decisions for you and your financial well-being.