|
|
|
Special Offer
Now through 2008 consult with one of our Wealth Advisors for a complimentary Envision analysis (Retail value $1,000.)
Envision is a comprehensive process that will
Enable you to better understand your current financial situation
Recommend appropriate changes based on YOUR goals
Monitor your progress toward YOUR goals
Let our Wealth Advisors take the guess work out of your financial future and chart a clear course for success.
Call us today to get started 800-222-3246. |
|
|
|
| Achieving Your Financial Goals Together |
|
|
|
|
Firmly anchored in the community where it all began
While other stock brokerage firms have come and gone, Chapin Davis has purposely remained firmly anchored in the North Baltimore community where it started. Preferring the residential neighborhood of Cross Keys far from the high-rise financial district, Chapin Davis is a place where clients can just "drop in" and "expect a one-on-one relationship." Today, these clients are as diverse as the novice investor and the some of the largest institutional investors in the country.
Our Process
When you first inquire about investment opportunities Chapin Davis has to offer, a face-to-face meeting is arranged to discuss and understand your long-term financial objectives. Once your goals have been determined, you and your advisor develop a comprehensive plan to achieve your objectives.
Through ongoing monitoring and "check-ups" along the way, your Chapin Davis advisor will work with you to reallocate your portfolios when necessary.
There are many paths to success, and Chapin Davis, with its personal attention and care, can provide a wealth of assistance and resources to facilitate the achievement of your financial independence.
You should not be surprised if you develop a long and close relationship with your Chapin Davis advisor.
Traditional Brokerage Services
Chapin Davis clears through First Clearing, LLC. This relationship gives Chapin Davis advisors access to independent research and a broad range of investment vehicles and resources, such as:
Equities
Fixed Income:
Corporate Bonds & Municipal Bonds
Government Treasuries & Agencies
Certificates of Deposit
Mutual Funds & Money Market Accounts
Our Process
Separately Managed Accounts
Fee-based Brokerage Services
Chapin Davis is committed to recommending the right investment for each client as opposed to selling a particular stock, bond or fund that might be in favor at the moment. |
|
|
|
|
|
