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Fixed Income Investments
Chapin Davis offers a full line of fixed income solutions including AAA rated government, government agency and municipal bonds. FDIC insured Certificates of Deposit, corporate bonds and preferred stocks are also available through our fixed income desk. Check current rates at www.internotes.com. The in-house fixed income specialists at Chapin Davis strive to maximize your returns while minimize taxes. Where appropriate we utilize no-call, step-up, survivor option and discount provisions.
Mutual Funds
Chapin Davis has partnered with some of the oldest and most respected mutual fund families in the industry. In order to offer a variety of mutual funds to meet your investment objectives and ensure that those funds meet the Chapin Davis standard of excellence, the professionals at Chapin Davis continually evaluate the over 6,000 mutual funds available in today's marketplace.
Retirement Plans
No matter the size of your retirement plan, Chapin Davis can offer an effective retirement solution. Through research, performance, streamlined communication, cost effective service, back office efficiency and education on how a plan works, Chapin Davis will be a true partner in your plan. Whether you select an IRA, SEP IRA, SIMPLE IRA, ROTH IRA, 401(k), ROTH 401(k), 403(b), a self-trusted pension plan or one of our prototype pension plans, you will receive the added value for which Chapin Davis is known.
Money Market Funds
Chapin Davis offers several cash management solutions. Our taxable money market accounts have competitive yields, optional asset management services, such as checking and debit cards, as well as up to $1,000,000 in FDIC insurance*. Our national tax-free fund invests in securities exempt from federal taxation and we have five state specific funds that provide investment options that are exempt from both federal and state income taxes for residents of the issuing state.
*$1,000,000 in FDIC insurance is only available with the Reserve Money Market Selection.
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Coming Events
