Philip Nehro's Contact Details

Philip Nehro's Company Details

Chapoquoit Dynamic Portfolios - Division of First National Corporation

Rockland, MA, us • 5 - 9 Employees
Financial Services

Chapoquoit Dynamic Portfolios employs a quantitative investment process based on an advanced Linear Programming formulation that learns from past macroeconomic conditions. Some refer to this type of approach as Artificial Intelligence (A.I.).Our models focus on defending against severe losses. Chapoquoit believes that limiting the impact of large losses that are regularly suffered by equities is the key to investment success. We do this by monitoring fundamental macroeconomic factors that influence portfolio performance.Chapoquoit's patented Dynamic Asset Allocation Control Functions simultaneously change allocations to Exchange Traded Funds within sectors of equities, fixed income and commodities. Our models are designed to reduce an investors anxiety in the investment process. Chapoquoit's tactical A.I. strategy is completely quantitative and does not allow discretionary overrides. Chapoquoit Dynamic Portfolios are offered as separately managed accounts. They are also available on various broker and TAMP platforms.