investment philosophy

What Makes Davis Capital Management Different

Working with us will be different than working with the mega banks and insurance institutions.  We take the time to get to know our clients, their plans and their financial dreams.  Also as a fiduciary financial advisor, we always put our clients interest first.

Independence Matters

At Davis Capital Management, our commitment to independent financial methodology is what separates us from all other wealth management firms.  For over a decade, we have been designing financial plans and investment portfolios for individuals and institutions.  We have earned a reputation of high integrity and we work very hard to make sure it is deserved.

We start with a Plan and Develop a Relationship

We are different than most other advisors in the fact that we know our clients.  We don’t believe in simply placing clients in a portfolio based on a few risk questions.  Our advisors will get to know all aspects of your financial life.  To truly design a custom portfolio, we will get to know your future goals and income needs.  Whether your goals are to leave a financial legacy or simply to live comfortably in retirement, they are important in how we design your portfolio.   

The Human Touch and the Latest in Technology

Not only will you have a team of advisors that are knowledgeable about your specific financial goals, we use the latest in technology so you can monitor your portfolio from anywhere on earth.  Whether you want to know if your financial plan is still on track or the performance of your portfolio, your information is secure and at the tips of your fingers. 

We put our Money where our Mouth is

We invest our money in the same investments we recommend, why would you trust an advisor that doesn’t have skin in the game?  We have seen multiple financial cycles and implement strategies that we have learned over the years.  Every client receives portfolio recommendations based on their unique situation; our commitment is to help you make the right decisions to meet your goals.

We are Here to be your Partner

You will have an experienced advisor as your point of contact and a whole team of subject matter experts at your disposal to answer any questions you may have.

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