300 Ledgewood Pl, Ste. 101
Chapoquoit Dynamic Portfolios is a Division of First National Corporation
History of the Chapoquoit Model
Investment Model Overview
Aggressive Fact Sheet
Moderate Fact Sheet
Conservative Fact Sheet
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
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