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 twenty-five 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
Let’s Talk Free Trade
Free trade has been a hot topic recently. Both presidential candidates have made very pointed negative remarks about our various free trade agreements.
After the Vote: Impact of Brexit
The UK is leaving the EU. Reaction: Yikes! What does this mean to you and me? Nothing or everything? Why did they vote to leave? What will change and how quickly?
When Good Funds Go Bad
We all know what to do when good pets go bad – make a bad reality TV series! But what should an investor do when a good mutual fund “goes bad?”
Donor-Advised Fund for Charitable Giving
Want to start your own charitable foundation, but don’t have the wealth of a Carnegie or Rockefeller? Well, an option exists for the rest of us, too! Donor-advised funds can allow you to establish and potentially grow pools of money to be used for charitable giving.
Stock Portfolio Down, Taxes Up - How Does that Happen?
As we write this, the stock market seems to be on course for its first down year since 2008. While not fun, drops in the stock market are natural and should be expected from time to time.
Stock Market Advice: Don’t Panic!
Does a 10% drop in the stock market scare you? Emotions lead to bad decisions. Be a smart investor. Understand that markets go up and down and invest only if you have the wherewithal to stay invested while everyone else is panicking.
Will Social Security be Around When I Retire?
Most of you have probably seen the math: if no changes are made, Social Security will run out of money somewhere around the year 2035.
Investing for Retirement: Target Date Funds Can Be Dangerous
Are your 401(k) dollars going into target date funds? If so, take a closer look! Obvious assumptions about these funds prove to be false.
Is Alibaba a Good Investment?
Alibaba is the Chinese version of Amazon and eBay. However, it is already larger than both of them combined! It just went public and investors can now buy its stock on the New York Stock Exchange.
Who Wants to Be a Millionaire?
Fifteen years ago this month, the game show “Who Wants to Be a Millionaire” burst onto the scene and into our collective conscience.
Is College Worth it?
With the cost of college increasing; students acquiring significant debt; and the sluggish job market, is it worth getting a college degree?