DAVIS WEALTH SERVICES

It is not as difficult as one may think. And as long as you are willing to follow the process, we are able.... Investment management is about your "objective". I simply ask, "what is your objective? What do you want this money to do for you?" From there we talk about history, risk, returns, costs, taxes, liquidity needs and preferences. From there, we research and create a portfolio of investments that are best at completing your objective. After presenting the plan to you, we implement it. Lastly, investments change from day to day. Through our research resources, we constantly monitor your investment portfolio for fees, performance vs. peers, style drift, turnover and allocation integrity. We also monitor the objective itself so that your investments can change when your objective changes... We value our success by the positive influences that we bring to our client's lives; by the deep relationships that we have; by the thank you cards that we have on the wall.

Primary location: Dyersburg United States