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.
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
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...
Richard E. Oberuc
Investment Advisor Representative