Further Chapoquoit Dynamic Portfolio Resources

Chapoquoit portfolios are offered as a separately managed account (SMA) through First National Corporation, a Registered Investment Advisor (RIA). We charge a competitive annual advisory fee based on assets under management. Qualified investor rules are not applicable. The accounts are liquid and can be closed within a day. Positions are always transparent and account values can be monitored on a tick-by-tick basis. The minimum investment is $100,000.

Strategy Availability

Chapoquoit is provided directly through First National Corporation utilizing Schwab or Fidelity as custodian. Additionally we can sub-advise through managed money platforms and Unified Managed Account platforms including:

  • Schwab Marketplace

Strategy Downloads & Whitepapers

  • Chapoquoit Brochure (Hyperlink to pdf)
  • Chapoquoit Fact Sheets Including Monthly Performance Tables and Statistical Summaries (Hyperlink to pdf)
  • Economic Indicators that Affect the US Stock Market (Hyperlink to pdf)
  • Enhance Your Advisory Business – Partnering with ETF Strategists (Hyperlink to pdf)
  • Performance Comparison of ETF Managers to Other Alternative Investments (Hyperlink to pdf)
  • Methods Used by Tactical ETF Investment Management Strategists (Hyperlink to pdf)

For additional information contact Phil Nehro (pnehro@chapoq.com)