Charter Oak Investment Network, LLC
  • Introduction
  • Our Pledge
  • Investment Process
  • Services/Fee Structure
  • Contacts/Disclaimer
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“A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence”.

Bristol & West Building Society v Mothew [1998] Ch 1 at 18 per Lord Millett


Our pledge to clients when you invest with COIN:

 


  • Put your interests first at all times and invest the majority of our personal assets alongside yours.

  • Manage your investments with prudence, a long-term perspective, and the goal of providing returns that are consistently better than those of competitors.

  • Adhere to the highest standards of ethical behavior and fiduciary responsibility.

  • Strive to be the highest-value provider of investment services by offering outstanding performance and service, while keeping costs as low as possible.

  •  Communicate candidly with you about investment risks and costs, as well as potential rewards.