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
January 2015 – R. M. Davis was listed #5 in Bloomberg Markets Top 50 Registered Investment Advisers January…
January 2015 – R. M. Davis was listed #5 in Bloomberg Markets Top 50 Registered Investment Advisers January 2015. Bloomberg Markets ranked active U.S. registered investment advisers that provide financial planning services based on the data they report to the Securities and Exchange Commission as of June 2, 2014. At $2.8 billion in assets under management and a 25% change year over year from June 3, 2013, R. M. Davis ranked fifth.
January 2015 – John Doughty, Vice President and Director of Research, presented “The Rise and…
January 2015 – John Doughty, Vice President and Director of Research, presented “The Rise and Fall of the Soviet Union – 1917-1991” at the Osher Lifelong Learning Institute at the University of Southern Maine. The lecture was part of a six session senior college course entitled “Russia Resurgent” and was sponsored by the Camden Conference and World Affairs Council of Maine.
The Bernard Osher Foundation, headquartered in San Francisco, was founded in 1977 by Bernard Osher, a respected businessman and community leader. The Foundation seeks to improve quality of life through support for higher education and the arts. In 2000, the Foundation began to consider programs targeted toward more mature students, not necessarily well served by the standard continuing education curriculum. Courses in such programs attract students of all ages eager to accumulate units to complete degrees or to acquire career skills. By contrast, the interest of older adults, many of whom are at retirement age, is in learning for the joy of learning – without examinations or grades.
January 2015 – After more than two decades of service to Maine’s northernmost county, Vice President…
January 2015 – After more than two decades of service to Maine’s northernmost county, Vice President Bill Allen was treated to a fond farewell dinner and celebration of his pending retirement. On Wednesday, January 14, 2015, with temperatures well below zero, a few dozen clients and community leaders gathered in Presque Isle to thank Bill for his investment expertise and personal dedication. Organized spontaneously by his long standing clients, the celebration included a framed photo of Haystack Mountain, which captures the natural beauty of the area. Bill thanked the group for their kindness and generosity, and explained that he considered it an honor to now call them his friends.
Bill’s retirement is effective January, 31, 2015. He will be succeeded by Mike Wood, along with Mal Davis, who also has numerous long standing clients in the “County”.