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
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
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 thirty 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 execute all purchases and sales and hold all client securities.