A complete list of active advisors currently associated with Reg Davis Investments, LLC

Warmer can help you find a great advisor at Reg Davis Investments, LLC or one who fits your needs even better.

Reg Davis Investments, LLC provides investment supervisory services and consultation primarily to individual clients, managing portfolios that emphasize individual equities, exchange-traded funds and mutual funds. The firm offers ongoing asset management and may supplement advice with subscription-based electronic newsletters and special reports. The firm uses technical, fundamental and economic analysis and pursues strategic and tactical asset allocation, including the use of long- and short-term positions and potential global diversification. Accounts are generally managed on a discretionary basis, reviewed quarterly, and the firm describes its approach with attention to common risks such as market, interest-rate, liquidity and currency risk. A noteworthy feature is that the adviser is insurance-licensed yet states it operates as a fee-only firm and does not accept commissions or sell insurance products, a combination that is uncommon among peers. The brochure also notes the firm does not custody client assets and does not vote client proxies, instead relying on a recommended custodian to deliver account statements directly to clients.

To learn more about the advisors currently working at Reg Davis Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.