WHAT WE DO

Personal Investment Management

Investing with Davidson Capital Management means that you will have a real relationship with real people at every step of the way. Portfolio management begins with a set of goals, a timeline, risk capacity and tolerance, and capital. While everyone’s goal is to start with something and facilitate its growth, the method and means will vary based on much more personal factors.

The Davidson Difference

Davidson Capital Management is a fee-only investment advisor who actively manages clients’ assets in-house with a stringent investment management philosophy, as well as, provides ongoing financial planning and analysis. We do not sell any financial products or insurance. Stockbrokers/insurance agents, are in the business of gathering assets, selling financial products/services, and provide limited investment advice to their clients.

Unfortunately, in most situations, the stockbroker/insurance agents do not actively manage their clients’ assets. They are positioned to be the intermediary between their clients and an investment firm that is managing the assets. Under this arrangement, the stockbroker/insurance agent charges their clients transaction commissions, asset management fees, or a combination of both.

Following this typical Wall Street structure, clients do not have a direct personal relationship with their investment management team and they pay additional management fees they should not incur.

Personal Investment Management Programs

Individual Stock and Bond Account

For investors with at least $1,000,000 in assets within a single account, we will select securities to create a custom portfolio. The securities selected may be a mixture of stocks, exchange-traded funds (ETFs), bonds, and no-load mutual funds.  The portfolio will be actively managed based on each investor’s risk tolerance, risk capacity, and overall investment objective.

Asset Builder Account

For investors with at least $500,000 but less than $1,000,000 in assets within a single account or a combination of multiple accounts, we will select securities to create a custom portfolio.  The securities selected will be no load mutual funds and exchange traded funds (ETFs).  The portfolio will be actively managed based on each investor’s risk tolerance, risk capacity, and overall investment objective.

We are a fee-only, SEC-registered, fiduciary obligated to put you and your family’s interests above our own. Whether you are planning for college, investing for retirement, or simply do not want to go it alone anymore, we are here to provide transparent, time-tested, and honest portfolio management with no hidden fees or agenda.

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.