Chris Davis, Cima® Email & Phone Number

Minneapolis, Mn, Us

Pittsburgh, Pa, Us

I seek out and partner with great Financial Advisors in the upper-Midwest who want to help their clients live the best life they can with the money they have. As your partner, you will find me to be honest, loyal and creative. We will work only in your and your clients' best interest. Beyond that, ask me how I can help you with:Portfolio Construction:-Make sense of and navigate rapidly changing markets-Identify and address hidden portfolio risks in your models-Refine manager selection process-Integrate ESG for both positive financial and societal outcomes-Deliver boutique investments to attract wealthy investors-Solve cash and liquidity problems-Maximize benefits of Active and Passive Investing-Increase after-tax returns through creative tax strategies-Generate current income from diverse sourcesPractice Enhancement:-Prepare your business for the rapidly changing fiduciary landscape-Establish a premium brand perception-Navigate the complicated options for transitioning clients, hire a junior partner, or retire.-Develop more rewarding relationships with your best clients-Get better ROI from Social Media-Create Events and Seminars your clients never forget-Increase retention of assets, especially with Millennial beneficiaries-Increase close ratios for referralsFederated Hermes:Our mission is to deliver outstanding risk-adjusted returns to our clients and their beneficiaries by setting the standard for responsible, active investment management, including rigorous investment analysis, active ownership and consideration of the long-term needs of all stakeholders.

North Loop Motorsports provides passionate racers with the opportunity and support necessary to compete at the highest level possible in wheel-to-wheel racing. We do this by developing a passionate team of people capable of making wise investments in drivers, crew, capital, and partners to get the best results possible on a limited budget.

Founded to help amateur and professional racing enthusiasts hone their craft, M-3R believes that a key to making both roads and tracks safer for all drivers is learning how to properly handle a vehicle at speed. To this end, we provide access to great education and premium race vehicles for racing and track events at the top-tier facilities throughout the United States.

Atlanta, Ga, Us

I earned my position with Invesco as part of their acquisition of Van Kampen from Morgan Stanley in 2010. It entailed extensive field responsibility in addition to the duties of Senior Internal Sales Consultant. In this time I became very proficient in:-Advanced portfolio construction combining Mutual Fund, SMA, UIT and ETF strategies-Personality profiling, communication and behavioral coaching-Client education seminars