How does the advisor help clients – Key Takeaways:
Davis Selected Advisers – NY, Inc. is a financial firm that provides expert advice and guidance to clients. With years of experience and in-depth knowledge of the financial industry, the firm is dedicated to helping clients reach their financial goals and secure their financial future.
Facts and Insights
Established in 1969, Davis Selected Advisers – NY, Inc. has a long history of providing reliable and trustworthy financial services to clients. The firm is backed by a team of highly skilled and experienced financial experts who are committed to delivering personalized solutions to each client. With a focus on long-term investment strategies, the firm has helped numerous clients achieve financial success.
The firm also has a strong track record of delivering positive returns to its clients. As of December 31, 2020, Davis Selected Advisers – NY, Inc. had over $99 million in assets under management, with a majority of its assets invested in equities. This approach has proven to be successful, with the firm consistently outperforming its benchmarks.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $99 million | 10 | 52 |
Financial Services Offered
Davis Selected Advisers – NY, Inc. offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, financial planning, retirement planning, tax planning, and estate planning. Each service is tailored to the specific goals and objectives of the client, ensuring a customized and effective approach.
Client Types
The firm serves a variety of clients, including individuals, families, corporations, and foundations. Davis Selected Advisers – NY, Inc. has the expertise and resources to cater to the unique financial needs of each client, regardless of their net worth or investment portfolio size.
Fees & Compensation
The firm follows a transparent fee structure, with all fees clearly outlined and disclosed to clients. The fees are based on a percentage of assets under management, ensuring that the firm’s interests align with those of the client. This also means that the firm’s compensation is directly tied to the success of its clients, further reinforcing its commitment to their financial well-being.
Background
Davis Selected Advisers – NY, Inc. was founded by Wallace R. Davis in 1969. Since then, the firm has established a solid reputation in the financial industry, known for its expertise, integrity, and personalized approach. With over five decades of experience, the firm continues to uphold its founding principles and provide exceptional financial guidance to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission, Davis Selected Advisers – NY, Inc. has a fiduciary duty to act in the best interests of its clients. The firm must disclose any potential conflicts of interest and ensure that all investment decisions are made solely for the benefit of the client. This commitment to transparency and ethical practices further solidifies the firm’s reputation as a trusted financial advisor.