Our Service Principles

Michele M. Whitmore, Portfolio Administrator Manager

As a client, you will experience the service-centric culture of R. M. Davis. Our maxim is to treat you as we wish to be treated: cared for, satisfied. The key elements are:

• personal service (“we make house calls”)

• real time communication and support with real people

• timely and accurate responses

• clear, actionable advice, delivered proactively