Wealth Management

 At Davis Securities LLC, we look at each of our client’s financial status and deliver a comprehensive plan to meet their needs. We take complex objectives and create a customized portfolio solution that can be easily understood and executed. This personalized interaction reflects our commitment to each client. Our Mission is to build successful long term relationships with each individual client to help them meet their financial goals.  We provide an extensive array of investment products and private wealth management services including:

  • Fee-based solutions (Managed Account Platform)
  • Alternative Investments
  • Tactical Asset Allocation
  • Retirement Planning
  • Estate Planning
  • College Savings – 529 Plans
  • Detailed Performance Reporting

We use the following financial instruments to help achieve these goals:

  • Equity and Fixed Income Mutual Funds
  • Equities, ADRs, and ETFs
  • Equities and Index Options
  • Fixed Income Products
  • Alternative Investments