My name is Dave Hancin. I am pleased to tell you that on June 29, 2020 I joined the Fredric E. Russell Investment Management Co. as Executive Vice President. Tulsa has been my home for 25 years. Nancy, my wife, who is a nurse at the St. Francis Health System, and I live in Midtown, very near to Cascia Hall, from which my two children, Dylan and Natasha graduated, and where I am a past board member. I have undergraduate and graduate degrees in marketing and management from Western Michigan University in Kalamazoo, Michigan...Continue Reading
I am an American but I grew up most of my life overseas, where I had the opportunity to live in a dynamic, diverse and cosmopolitan city, Beirut. If you have not heard of Beirut, it is known as “The Paris of the Middle East” thanks to its French influences and vibrant cultural and intellectual life. However, as beautiful as Beirut is, it is not financially and economically stable; and that is how I ended up coming to Tulsa Oklahoma...Continue Reading
Having grown up in Oklahoma, OSU was my first choice for college. I graduated from the Spears School of Business at Oklahoma State University and earned a Bachelor of Science in Business Administration, majoring in finance. During my college career, I studied abroad in Barcelona, Spain and Lima, Peru. I toured wineries and hiked Machu Picchu, explored archaeological sites and wondered through museums, visited businesses and enjoyed the culture. Once I got a taste of travelling, I knew I couldn’t stop. I plan to do more travelling with my family in the future so that we can enjoy those experiences together.Continue Reading
Autobiography: Proud Oklahoma State University Alumni, earning a Bachelor’s of Science in Business Administration majoring in Finance with a minor in Energy Finance and Accounting. Previous work experience in the banking industry which helped sharpen my critical thinking skills required to take on my current position successfully. As the Chief Financial Accountant, I oversee all aspects of the company’s financial needs ranging from budget management to preparing financial reports.Continue Reading
Clients sign a limited power of attorney authorizing us to buy and sell securities on their behalf.
We are not a hedge fund. We do not go short, borrow money to take positions, or invest in financial derivatives of any kind.
We perform no investment banking services. We perform no brokerage services. We manage money for our employees and officers using the publicly traded companies that comprise the portfolios that we manage for our clients.
Equities: 1.00 percent per annum, billed 0.25 percent every three months.
For every investment activity in your account, you will receive next day confirmation from Charles Schwab & Co., Inc. as well as a monthly statement of holdings. We send a performance report at the end of the calendar year.
At any one time, we hold no more than twenty- five companies in our portfolio.
Creative thinking and investing in United States common stocks, publicly traded companies whose global headquarters are in the United States.
Charles Schwab & Co., Inc., BOK Financial Corporation and others execute all purchases and sales and hold all client securities.