Christopher Mark Davis

1st Source CIA invests for the long-term and seeks to diversify their client’s portfolios to manage risk. The firm utilizes a variety of securities including but not limited to, equities, bonds, US governments, municipals, mutual funds (including closed-end funds) and unit investment trusts (UITs). Generally, all purchases of securities are recommended for long-term holding periods but for some clients, shorter term holding periods may be valid to achieve certain goals. At the client's request, securities may be purchased on margin. Certain clients maintain margin loans for purchase of investments or other purposes. Option strategies and selling covered calls are only utilized at the client's request.

Provides brokerage services

FirstMerit Trust manages portfolios that are customized to meet each client's objectives while incorporating global diversification and efficient tax lot techniques to reduce realized capital gains and tax liability.

Functions as a College/University

Functions as a College/University

Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection.

Nationally chartered commercial bank