How does the advisor help clients – Key Takeaways:
CHAPIN DAVIS ASSET MANAGEMENT is a trusted financial management firm that provides expert advice to clients seeking to grow and protect their wealth. With a team of experienced and knowledgeable advisors, CHAPIN DAVIS ASSET MANAGEMENT offers a wide range of financial services to cater to the unique needs of each individual client. Through personalized strategies and transparent communication, the firm helps clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 1996, CHAPIN DAVIS ASSET MANAGEMENT has over 25 years of experience in the financial industry, making it a reputable and established firm in the market. Their team of advisors hold various professional qualifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), showcasing their expertise in the field of financial management.
As of December 2020, CHAPIN DAVIS ASSET MANAGEMENT has over $1.5 billion in assets under management, with a team of 6 advisors catering to the needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 6 | 25+ years |
Financial Services Offered
CHAPIN DAVIS ASSET MANAGEMENT offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The firm caters to a diverse range of clients, including individuals, families, and institutions. CHAPIN DAVIS ASSET MANAGEMENT understands that each client has unique financial needs and strives to provide personalized services to meet those needs.
Fees & Compensation
The fees and compensation structure at CHAPIN DAVIS ASSET MANAGEMENT is simple and transparent. They charge a percentage of assets under management as a fee, with rates varying depending on the size of the portfolio. This ensures that the firm’s interests align with the clients’ goals, as their compensation is directly linked to the performance of the investments.
Background
The team at CHAPIN DAVIS ASSET MANAGEMENT has extensive experience in the financial industry, with a deep understanding of market trends and investment strategies. The firm’s founder, John Chapin, has been recognized as a top financial advisor by multiple media publications, including Forbes and Barron’s.
Financial Advisor Disclosures to Know
CHAPIN DAVIS ASSET MANAGEMENT maintains a clean record with minimal disciplinary actions or regulatory sanctions. It is crucial to research a firm’s background before entrusting them with your financial management, and CHAPIN DAVIS ASSET MANAGEMENT has a solid track record of providing trustworthy and ethical services to their clients.