Special Presentation

To improve portfolio value over investment cycles, Chapoquoit’s objective is to minimizes portfolio losses while targeting an appropriate risk return along the efficient frontier.

Chapoquoit is a patented investment process:

  • It is quantitative and driven by macroeconomic factors
  • It is non-discretionary which eliminates emotion in the investment decision process
  • It has a demonstrated successful seven-year plus track record related to its stated objective of minimizing losses while delivering appropriate risk returns
  • It is iterative and repeatable

To schedule a full deck presentation to learn how Chapoquoit can deliver its objective to benefit your investment portfolio, please call Phil Nehro at 508-495-9555, or email pnehro@chapoq.com. A pin number to access the Chapoquoit presentation on this website will be provided.

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