Ways to Invest in Chapoquoit Dynamic Portfolios

  • Directly with the Chapoquoit managers as Separately Managed Accounts custodied at Schwab or Fidelity.
  • Through your custodian’s Separately Managed Accounts platform.
  • Through Turnkey Asset Management Programs (TAMPS).
      • Through your firm’s UMA/SMA Solution.
      • On the SmartX Advisory Solution.
      • Through the Schwab Marketplace or Fidelity Separate Accounts Platforms.

    Availability of Chapoquoit Offerings

    Have a question?

    Click Here