David Crossman, CFA
Sr. Portfolio Manager
As a portfolio manager, I design and manage investment portfolios for our clients to ensure their asset allocations are in line with their unique financial situation and that their investments support both their short- and long-term goals. Through ongoing research, I help identify and track appropriate investment vehicles for use in client portfolios. I am able to stay abreast of the ever-changing market conditions to understand when a change/adjustment is needed in our clients' holdings.
Personal Investment Management Experience
- Over fifteen years of experience in investment management.
- Extensive experience analyzing individual stocks.
Career History
- Bedel Financial Consulting, Inc., Senior. Portfolio Manager
- Kirr, Marbach & Co., Senior Research Analyst
- Reams Asset Management Co., Senior Equity Analyst
Educational and Professional Designations
- Awarded Chartered Financial Analyst designation.
- Master of Business Administration, Finance, Vanderbilt University, May 1997.
- Bachelor of Arts, Economics, Duke University, May 1990.
Professional Activities & Accolades
- Member, CFA Institute.
- Member, CFA Society of Indianapolis.
- Recipient of Five Star Wealth Manager Award, Indianapolis Monthly, 4 year winner!
Publishing
- Contributing writer to employer quarterly newsletter.
More fun facts about Dave:
Community Activities
- Endowment Chair, Asbury United Methodist Church.
- Finance Chair, Asbury United Methodist Church.
BLOG POSTS
Investing for the Long Term is More Than Just Talk
While we know you get tired of hearing it, the best advice we can give is to stay the course and ensure that your portfolio is aligned with your financial goals. This is not just an empty platitude; we encourage it because it works.
Stock Buybacks – Legitimate Use of Corporate Cash
Like everything in life, the issue of stock buybacks is not necessarily clear-cut. If done correctly, they can be a helpful tool for management teams, benefiting companies and shareholders alike.
The Market is Dropping, What Should I Do?
Markets will not always go up, but they have rewarded the long-term investor over time. We know you get tired of hearing it, the best advice we can give is to stay the course and ensure that your portfolio is aligned with your financial goals.
Last Task for the New Year: Your Annual Portfolio Checkup
Responsibly managing your finances requires ongoing diligence. It isn’t enough to select good investments and then forget about them. Take time to review your portfolio, both as individual components and as a whole.
Tempus Fugit – Time Flies
The most important thing about college savings was to begin. I do not know about other parents, but for me, one of my first thoughts after regaining my senses was about the cost of college.
Know Your Target Date Fund
Not all target-date funds are the same. Investors choose a fund that roughly coincides with their planned retirement year, and over time, the funds adjust their holdings and become more conservative.
COVID and the Markets – A Year Later
After a surprisingly strong 2020, the stock market continued to perform well through most of January. No one knows what the rest of the year holds, so make sure that your portfolio reflects your long-term goals.
What's a SPAC?
SPACs, also known as "blank check" companies, have raised over $48 billion this year, and it seems like every day a new one gets announced. But what exactly are they, and how do they work?
Excess 529 Money…hmmm, what to do?
Having money left over in a 529 account may be viewed as a problem, but it is a problem most of us would love to have.
Earnings are Falling: What Does That Mean for the Stock Market?
With large swaths of the economy closed for part of the first quarter, expectations for corporate earnings headed south in a hurry. What does this mean for the stock market?
The Coronavirus - A Useful Reminder for Investors
While the impact of the Wuhan coronavirus may seem temporary and relatively mild, the scare does serve as a useful lesson for investors. It is a good reminder to investors to expect the unexpected and to not act impulsively.
Circling Back on WeWork
In July, WeWork was one of the most talked-about IPOs in years. At that time, we noted that it was too early to say what would happen, but said: “it should be very interesting to watch it all play out.” In the span of 30 days, WeWork went from one of the most-anticipated IPOs of 2019 to an indefinitely delayed IPO and a business looking like it could be in trouble. What went wrong, and what’s next?