Davis Investment Group, Ltd.

Overview

Davis Investment Group, Ltd. is a small, fee-based adviser that focuses on portfolio management for individuals and small businesses and on selecting third-party managers. The firm shows a clear equity bias, with its largest exposure held in non-exchange traded equities. Its business model centers on managing concentrated, high-net-worth relationships rather than mass-market retail service: the client base is small, accounts are large, and advisory work includes delegating to or vetting outside managers when appropriate. The firm charges a percentage-of-AUM fee and does not list active ESG investing as part of its approach.

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Public Holdings

Investments & Alternatives

Location & Offices