Macroeconomic Investment Strategy Team

Using an almost 40 year data history, we feel that we have successfully researched the existence of cause and effect relationships between these specific market/macroeconomic factors and the ETF investment allocations. This rigorous out-of-sample research confirms that Chapoquoit Dynamic Portfolios outperformed popular equity benchmarks while delivering bond like risk levels over a 6-8 year market cycle. * For details, please follow link Chapoquoit Brochure

Chapoquoit Dynamic Portfolios are offered to investors as separately managed accounts. They are also offered on various broker and TAMP platforms.

Philip G. Nehro, CFP®

Investment Advisor Representative

(508) 495-9555

pnehro@chapoq.com

Phil joined First National Corporation in 2008 as an Investment Advisor Representative to establish a business that delivers an unparalleled investment approach to clients. Prior to joining First National Corporation, he served as a...

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Richard E. Oberuc

Investment Advisor Representative

(941) 822-8506

roberuc@chapoq.com

Richard joined First National Corporation in 2008 as an Investment Advisor Representative. He is responsible for the development of the investment techniques employed by Chapoquoit Separately Managed Accounts. He devised the Dynamic...
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