OUR FIDUCIARY OATH

  • Davis Capital Management and its staff will always act in the best interest of our clients.
  • We will place out clients’ interests above our own and the firms.
  • We will provide prudent, impartial advice and will have sound reasoning behind all advice we give and all investments we make.
  • We will act in a professional manner and provide transparent data to ensure we offer clarity in all solutions we present to our clients.
  • We will provide full and fair disclosure of all facts, including our compensation from all sources, as well as fees we pay to others on your behalf, as your fee-only advisor.
  • 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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