Chapin Asset Management, Inc.

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ARTICLES PUBLISHED BY CHAPIN ASSET MANAGEMENT "Business As Anything But Usual," Trusts & Estates, Volume 132, No. 9, September, 1993, p. 8. Discusses the significance and increasing importance of providing quality, client service in the personal trust profession. - "Considerations In Choosing A Common Investment Alternative," Trusts & Estates, Volume 133, No. 3, March, 1994, p. 45. Reviews the benefits and limitations associated with utilizing Common, Collective and Commingled Funds for personal trust investment. Raises several proposals for legislative reform to enable such funds to be client-friendly. - "The New Prudent Investor Rule and The Duty Not To Delegate.....," Trust and Financial Advisor, Issue 2, 1994, p. 7; Trusts & Estates, Volume 134, No. 5, May, 1995, p. 22; Trusts & Trustees and International Asset Management, Volume 1, No. 7, June/July, 1995, p.20. Analyzes several of the new tenets promulgated by the Prudent Investor Rule and applies them in a positive marketing vein to personal trust services. - "Too Busy To Train, Technically Speaking?," Directions Newsletter, (The Center For Financial Services Research), Second Quarter, 1994 p. 3; ABA Management Update, May/June, 1994, p. 19. Discusses the importance of technical competence, not only in servicing complex relationships but also in successful selling of personal trust services. The only path to technical proficiency is through a commitment to ongoing training. - "Watch Out For Taxes on IRAs!," Private Asset Management, Institutional Investor, June 6, 1994. Brief presentation of the myriad income, transfer and excise taxes which can reduce the ultimate benefits available for account owners and their beneficiaries. - "Avoiding The Tarpits; Paleontological Survival," Trusts & Estates, Volume 134, No. 1, January, 1995, p. 26. A discussion of the changing paradigms in the personal trust profession; how to innovate and experiment to insure survival in the highly-competitive personal financial services profession. - "Getting Better Is The Alpha, There Can Be No Omega!," Trusts & Estates, Volume 135, No. 1, January, 1996, p. 51. Quality, client service issues revisited for the personal trust profession with a view toward maintaining margins and profitability. - "

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