Chapin Davis Investments

401k and Retirement Plan Services

Chapin Davis has the ability to structure a retirement plan for businesses of any size.

With our comprehensive wealth management platform and best in class business partners, your employees will feel your commitment in assisting them in achieving their financial goals.

To learn more about our 401k and Retirement Plan Services, contact one of our experienced financial advisors.

Equities

Chapin Davis has the expertise and experience to advise on common and preferred stocks, exchange traded funds and initial public offerings. With access to world class research, our equity solutions group can assist in building an equity strategy or implementing equity risk management strategy that is right for you.

To learn more about our equity offering, contact one of our experienced financial advisors.

Fixed Income

With an in house fixed income trading desk, Chapin Davis has access to a robust offering of fixed income products. From corporate and preferred debt offerings to AAA rated government bonds, government agency, municipal and brokered certificates of deposit, market linked investments, treasuries, commercial paper, medium term notes, international bonds and zero coupon bonds; we have access to complement any portfolio strategy. To learn more about our fixed income offering, contact one of our experienced financial advisors.

Mutual Funds

Chapin Davis has access to a supermarket of load and no-load mutual funds from some of the oldest and most respected investment companies in the industry Ongoing due diligence and access to Wells Fargo’s Managers Strategy Group are two of the services which help in evaluating fund selections to match your distinct investment objective. To learn more about of mutual fund products, services and strategy, contact one of our experienced Financial Advisors.

Our Mutual Fund Partners >

Money Market Funds

Chapin Davis offers several cash management solutions to assist our clients needing liquidity, reducing market exposure and interest rate risks. Competitive yields, FDIC Insured on bank deposit sweeps and additional asset management services provide our clients with attractive short term options.

We offer taxable, tax free and state specific money market investments with Federated, Goldman Sachs, Wells Fargo, JP Morgan and Fidelity.  Not all money markets are FDIC insured. To learn more about our money market offering, contact one of our experienced Financial Advisors.

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