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Investment Management

How We Can Assist You With Investment Management?

Why Choose Us To Assist With Your Investment Management?

Why Choose Us To Assist With Your Investment Management?

They are called “personal finances” for a reason. That’s why you deserve to do business with someone who will work with you, not around you.

Davis Wealth Management's mission is to serve financial needs of all our clients.  Our clients come from all walks of life and have a wide range of goals. In order to help each client meet their financial goals, we implement a team-oriented approach to investment management and a client-focused culture that is fundamental to our investment process.

Let's Manage Your Investments Together

Investment Planning For Retirement - Why it Matters?

An Investment Plan Tailored to Your Specific Goals

Our advice and recommendations are uniquely tailored to each of our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategies are based on three key tenets: preserving principal, maximizing income or accumulating capital.

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Choosing the Right Fiduciary For Your Investments

As a fiduciary, we have an obligation to put our client’s best interest above all else. Therefore, we develop personalized asset allocation models based on each client's individual risk tolerance, objectives, and financial needs. Our goal is to maximize your investment returns through diversification of your assets* and a disciplined investment philosophy combined with rigorous risk management.

Watch Our Podcast on Choosing The Right Fiduciary

*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus

*Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.