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.
      • Schwab Marketplace
      • Fidelity Separate Accounts Platforms.
    • Through your firm’s UMA/SMA Solution.
    • Through Turnkey Asset Management Programs (TAMPS).
        • On the SmartX Advisory Solutions Platform.
        • On the Adhesion Wealth Platform.
        • On the Axxcess Platform.


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