DAVIDSON INVESTMENT ADVISORS

Davidson Investment Advisors, Inc. is the investment adviser for Davidson Funds and provides discretionary investment advisory services to the Funds pursuant to an investment advisory agreement between the Advisor and the Trust (the "Advisory Agreement"). The Advisor's corporate headquarters address is Davidson Building, 8 Third Street North, Great Falls, Montana 59401-3155. The Advisor has provided investment advisory services to individuals, banks, pension and profit sharing plans, trusts, estates, foundations and corporations since 1975. As of March 31, 2024, the Advisor managed $4.5 billion in assets. The Advisor has provided investment advisory services to the Funds since their inception. The Advisor is a wholly-owned subsidiary of D.A. Davidson Companies, a financial services holding company... The Davidson Multi-Cap Equity Fund is offered to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a..

Also known as: Davidson Investment Advisors, Inc.

Primary location: Milwaukee United States