R. M. Davis in the news
July 2015 -- R. M. Davis was listed #58 in the Forbes Top 100 Wealth Managers in May 2015. We were the only firm in…
July 2015 -- R. M. Davis was listed #58 in the Forbes Top 100 Wealth Managers in May 2015. We were the only firm in Maine to qualify. Forbes ranked firms by assets under management for year-end 2014, where 50% of assets had to be held for retail clients, not institutional. Qualifying firms had to be performing wealth management services -- R. M. Davis provides financial planning, trustee services, and personal affairs management. Our assets under management were $3.2 billion at 6/30/15.
April 2015 -- John Doughty, Vice President and Director of Research, has been appointed to the…
April 2015 -- John Doughty, Vice President and Director of Research, has been appointed to the board of the Camden Conference.
The Camden Conference began in 1987 with a handful of MidCoast Maine residents with insight, enthusiasm and connections to bring the world to Camden. The three-day annual conference takes no partisan or ideological stance and provides a unique opportunity to learn about and explore major issues in world affairs. Except for a Conference Director, the Camden Conference is run by volunteers.
April 2015 -- John Doughty, Vice President and Director of Research, will facilitate “Privacy…
April 2015 -- John Doughty, Vice President and Director of Research, will facilitate “Privacy in the Digital Age” in the Great Decisions program at the Falmouth Memorial Library April 1st.
Great Decisions is America's largest discussion program on world affairs. The program model involves reading the Great Decisions Briefing Book, watching the DVD and meeting in a Discussion Group to discuss the most critical global issues facing America today.
The first "Great Decisions" group was launched in Portland, Oregon in 1954 by FPA's Vice President Roger Mastrude. Based on the so-called "Avon" model of face-to-face, active and informal conversation, participants would read a fact sheet on each of the eight topics before meetings, where they aired their respective views and opinions. FPA would tally up opinion ballots and report the results to the Department of State. The program gained media attention, was picked up by local schools, and soon gained national attention.
March 2015 -- John Doughty, Vice President and Director of Research, will present “Privacy in…
March 2015 -- John Doughty, Vice President and Director of Research, will present “Privacy in the Digital Age” at the Global Connections Lunchtime Series for the World Affairs Council of Maine at CIEE.
The World Affairs Council of Maine is a nonprofit and nonpartisan educational organization. Their mission is to connect Maine and the world by engaging and educating people of all ages to become global citizens.
The programs and activities of the World Affairs Council of Maine focus upon:
- promoting an understanding of international affairs to the general public,
- advancing Maine's international standing,
- contributing to Maine's economic development, and
- serving as a dynamic educational resource to high school and college students and teachers