Wealth Management

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 Allocation
  • Retirement Planning
  • Estate Planning
  • College Savings – 529 Plans
  • Detailed 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.