Investor Rights and Responsibilities Clarity and Transparency is the cornerstone of trust between investors and their financial representative.

General Info

At Davis Capital Advisors, LLC we look at each of our client’s financial status and deliver a comprehensive plan to meet their needs. We take complex objectives and create a customized portfolio solution that can be easily understood and executed. This personalized interaction reflects our commitment to each client. Our Mission is to build successful long term relationships with each individual client to help them meet their financial goals. We provide an extensive array of investment products and private wealth management services including: Fee-based solutions (Managed Account Platform)Alternative Investments Tactical Asset AllocationRetirement PlanningEstate PlanningCollege Savings – 529 PlansDetailed Performance Reporting Managed Account Platform: SMA platform with access to approximately 600 different institutional money managers.Broadly diversified mutual fund wrap program.UMA multi manager program that can be managed by a third party portfolio manager as an overlay or managed by our advisors directly, that can hold many diversified investment products. Alternative investments, also called non-traditional investments, are investment strategies that use trading techniques generally unavailable through public markets. Alternative investments increase diversification, are designed to minimize, or even eliminate, the role of overall market direction in determining return by using hedging or arbitrage strategies. These strategies include hedge funds, private equity, real estate, natural resources and managed futures. As a client of Davis Capital Advisors you can expect exemplary service, education and risk management assessment and advice. Davis Capital Advisors are committed to clarity through full and unambiguous disclosure, as well as enhanced understanding of the securities markets. We believe that the needs of the investor always come first. As an investor, you have important rights, including the right to high quality products and services from the firm you choose. At the same time, investors need to shoulder certain responsibilities themselves; to plan carefully to meet their investment goals and to stay informed about the risks and rewards of their investments

Contact Info

Phone:

Main - 212-784-5750

Fax - 212-784-5751

Address:

475 Park Ave S New York, NY 10016

Email:

Contact Us

Link:

http://www.daviscapitaladvisors.com

Reviews

Be the first to review!

54321

Write a Review

Categories

Investments, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management

Location

Mid-town Manhattan, Park Avenue between 31st and 32nd st.

Neighborhoods

Midtown Manhattan, Rose Hill, Kips Bay

Associations

SIPC SEC