Becoming a Client

Becoming a client starts with a conversation. We will discuss your financial goals and current financial situation to determine if our firm is the right fit for your needs and objectives.

At Davidson Capital Management we provide in-house, fee-only investment management to individuals, families, businesses, and endowments across the state of Texas and beyond. Above all, our team of professionals is dedicated to educating clients and offering transparent, goals-based, hands-on portfolio management.

Mutual respect is the foundation of our advisory relationship and the springboard for adding value, not just to our clients’ portfolios, but to their lives. We appreciate each client’s story and aspirations, their challenges and concerns, and build a mutual commitment to achieving their goals. We instill confidence by providing our clients transparency and reliability via sophisticated portfolio access and strategy input.

We understand that our clients’ needs and aspirations evolve. We evolve with them. Every plan is structured in the root of a client’s priorities and customized toward their individual goals, while remaining flexible enough to grow with the client.

THERE'S NO TIME LIKE THE PRESENT

It's never too late to get a second opinion

We offer a second opinion of your current investment portfolio, call to learn more about your investment management needs, and our firm to see if our services are right for you.