Davis Wealth Management exists to serve the financial needs of all our members. And our members come from all walks of life and have a wide range of goals.
Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income, or accumulating capital.
Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation.
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.
As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the client’s best interests. Therefore, we develop your personalized asset allocation model based on 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.
*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.