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
Invest Capital Preservation Dynamic Portfolios
How to Invest in Dynamic Portfolios
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.
Fidelity Separate Accounts Platforms.
Through your firm’s UMA/SMA Solution.
Through Turnkey Asset Management Programs (TAMPS).
On the Adhesion Wealth Platform.
On the Axxcess Platform.
On the SmartX Advisory Solutions Platform.
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