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| Achieving Your Financial Goals Together |
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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 (Current rates available at www.internotes.com )
- Municipal Bonds
- Government Agencies and Treasuries
- Certificates of Deposit
- Mutual Funds and Money Market Accounts
- 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. |
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Coming Events
