Competent: Well Qualified
At R. M. Davis, Inc., only a qualified financial professional who is committed and passionate about our work will be considered competent to handle your portfolio.

Disciplined Portfolio Management
That Is Invested In Your Future

A disciplined investment philosophy consistently applied is the foundation for good long-term investment results. At R. M. Davis, Inc., our investment philosophy is conservative in substance and application. We value patience in investing, yet we are responsive to changing economic, market, and client-specific considerations. Our decisions are guided by independent research and analysis as well as ongoing communications with our clients.

After developing a complete understanding of a client's circumstances, we establish a suitable asset allocation strategy for that client. We then maintain a broadly diversified portfolio specific to the client's goals and anchored by high quality investments.

Investing in Stocks and Bonds >