Founded in 1999, Chapoquoit Dynamic Portfolios is the investment advisory division of First National Corporation, a FINRA-member broker-dealer. As an SEC-registered investment advisor, the firm offers customized investment management and financial planning services. They utilize a "Core and Satellite" investment philosophy to build personalized portfolios for a diverse client base that includes individuals, trusts, retirement plans, and other entities, focusing on long-term financial goal attainment.

Founded in

United States