Disciplined, transparent, Registered Investment Advisor serving the state of Texas and beyond since 1989. As a fiduciary, fee-only, Registered Investment Advisor, we do not sell any financial products or insurance. Our philosophy is, "the better you do, the better we do."
We actively manage your investments that are responsibly held by a custodian and we charge a percentage management fee based upon the amount of assets you have entrusted us to manage.We do not outsource asset management to other investment advisors, all investment decisions are made in-house by our portfolio management team.
We actively manage your investments that are responsibly held by a custodian and we charge a percentage management fee based upon the amount of assets you have entrusted us to manage.We do not outsource asset management to other investment advisors, all investment decisions are made in-house by our portfolio management team.
Services
At Davidson Capital Management we provide in-house, fee-only investment management to individuals, families, businesses, and endowments in the state of Texas and beyond. Above all, our team of professionals is dedicated to educating clients and offering transparent, goals-based, hands-on portfolio management.
The Davidson Capital Management team is made up of three siblings and one lifelong friend. We are all passionate about the truth, educating people about investing, and giving our clients our very best every single day. Above all, our 70+ years of combined expertise in investment management gives our clients the confidence they need to live their lives, achieve their goals, and leave the complexities of investing to us.
John E. Davidson created Davidson Capital Management in 1989 to pull the curtain back on traditional financial services firms. In the early years of John's career, he worked for a traditional financial services firm where he witnessed investors being taken advantage of by aggressive sales tactics and high commission investment products.
Jeff, Joe, and Kyle begin the show with their customary run-down of last week's market numbers. Jeff, Joe, and Kyle start the show with a rundown of last week's numbers from Wall Street. Jeff, Joe, and Kyle are back this week, kicking off the show with last week's market recap. Reflecting on 9/11, Will Inflation Force the Fed's Hand?, Tax Policy Problems, and Your 401(k) Rollover.
We are committed to actively-managed and tactically balanced portfolios unique to our clients' needs, goals, risk capacity, risk tolerance, and time horizon. A tactically balanced portfolio does not mean dividing assets evenly across three macro asset classes: Stocks, Bonds, and Cash/Money Market equivalents.
Reviews
Be the first to review Davidson Capital Management.
Write a Review