At Davis Rea, we believe in a transparent, personalized approach to wealth management. As your trusted Advisor, we are committed to preserving and growing your wealth for the generations to come. As your fiduciary Advisor, we are committed to acting in your best interest. Your Legacy is our Priority.
1. Understanding Your Goals: We take the time to understand your financial aspirations, to assess your comfort level regarding risk, and to evaluate your requirements for liquidity or income. Additionally, we will seek to understand your prior investment experience and define the role your Davis Rea investment portfolio will play within the context of your overall wealth.
2. Crafting a Customized Plan: We develop a comprehensive investment strategy and suitable asset allocation that is tailored to your specific goals.
3. Selecting the Investments: We select investments from our proprietary platform, which includes both internally managed funds and individual segregated investment portfolios to construct an asset allocation that aligns with your financial goals.
4. Ongoing Monitoring and Review: We stay connected with you, providing regular updates and making adjustments as needed.
• Direct Access: You will work directly with the experienced investment professionals in charge of managing your assets, not middlemen.
• Personalized Portfolio Management: We design investment strategies that align with your unique financial objectives and risk tolerance.
• Long-Term Perspective: We focus on building wealth over the long term.
• Proactive Management: We monitor your portfolio closely and make timely adjustments to adapt to changing market conditions.
• Transparency and Communication: We provide clear and timely communication throughout the investment process.
