Ann Davis is a Series 65-licensed financial advisor at Capital Management Consultants with 14 years of industry experience. She has been with the firm since 2011. Capital Management Consultants provides discretionary and non-discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, corporations, and other entities, managing approximately $76 million across about 61 client relationships. The firm employs a blended investment approach that includes fundamental and technical analysis, utilizing strategic, tactical, and dynamic allocation strategies across various asset classes, with an emphasis on client risk profiles and market conditions.

Marc Davis is a financial advisor at Capital Management Consultants with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Impact Financial Partners, LLC. Capital Management Consultants provides discretionary and non-discretionary investment management to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages approximately $76 million across about 61 client relationships, using a blend of fundamental and technical analysis with strategic, tactical, and dynamic allocation strategies.