Fiduciary Oath

The Davis Capital Management Fiduciary Oath

  • We will always put the clients’ interests first, ahead of our own and those of our firm and its employees. We will be a fiduciary.
  • While neither Davis Capital Management nor any other firm can pledge superior investment performance, we will provide impartial advice and have sound reasoning behind each investment we make.
  • We will not misrepresent information or mislead clients. We will provide full and fair disclosure of all important facts, including our compensation from all sources, as well as fees we pay to others on your behalf.
  • We will avoid conflicts of interest. We will fully disclose and fairly manage in the client’s favor any unavoidable conflicts.

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