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| Chapin Davis Asset Management |
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Chapin Davis has access to world class investment managers including Goldman Sachs, Lazard, Davis, Bernstein and many others. Our Financial Advisors are able to work with clients to build a portfolio of investment managers that best suits their needs and goals. Quarterly portfolio reports are generated and automatic rebalancing is an option if the client chooses. If a client tried to go direct to one of these managers there would be a $250,000 to $1,000,000 minimum investment. We are able to provide these managers with entry levels as low as $50,000 for some programs.
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