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Home > Financial Services > Stock Brokers > Chapin, Davis
Chapin, Davis
Chapin, Davis is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Chapin, Davis, a registered full service stock brokerage firm, was founded in 1952. The company is committed to investing for their clients' goals. They want to help make their clients dreams a reality.
Chapin, Davis is providing following financial services such as Oak Tree Portfolio Management Oak Tree was created to fill a void in the managed money arena. Most investment advisors require a minimum of $500,000 to be placed under their management. They will manage portfolios as small as $150,000 because that money can grow to a significant size given professional management and patience. This allows many individuals who want to Step out from the Crowd to have their investments managed by a professional.
Individual Brokerage Accounts Chapin, Davis provides quick and efficient order processing on all exchanges through their clearing correspondent, Pershing, LLC. All accounts are insured for up to $25 million in assets thought the Securities Investor Protection Corporation and private insurance.
Chapin, Davis offers mutual funds from some of the most recognized names in the industry. Mutual Funds well managed mutual funds with superior performance histories can provide above average investment returns. Fixed Income Investments Chapin, Davis tries to help you maximize your returns and minimize your taxes where appropriate by offering corporate and tax free municipal bonds, preferred stocks, zero coupon bonds, and United States Government securities.
Individual Consultation the brokers at Chapin, Davis will take the time to review your current situation and help you to develop your financial goals. They will then create an investment strategy to achieve your goals. These goals can range from saving for your children's education to your carefree retirement.
They want to help their clients step out from the crowd and help them obtain their chosen level of financial independence. Their clients range from the novice individual investor to the experienced institutional customer. They are committed to providing the best possible service to the clients. Money Market Funds Chapin, Davis provides clients with a taxable or tax free money market account to make sure your money is always working for you while between investments.
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