Description
Davis Securities, LLC operates as a boutique investment management company. The company offers research, trading, and execution services, as well as personal wealth strategies to institutions. It also provides investment services, including asset allocation, retirement planning, estate planning, college savings plans, and detailed reporting of performance. The company uses various financial instruments to provide investment services, such as equity and fixed income mutual funds, ADRs and ETFs, equities and index options, and fixed income products; fee based accounts; and alternative investments strategies, which comprise hedge funds, private equity, real estate, and natural resources and managed futures. In addition, it offers prime brokerage services, including clearance and custody, portfolio accounting and fund administration, risk management and compliance, operations, and start-up fund services, as well as technology solutions; and education and risk management assessment and advices. Davis Securities was founded in 2005 and is based in New York, New York.
Corporate Address
475 Park Avenue South 29th Floor New York, NY10016 United States of America
United States of America
212-796-8440
Tags:
Investment Research, Financial Research, Company Research Services, Equity Research, Institutional Research, Product Research, Research Reports, Technology Research, Management Research, Securities Research, Operations Research, Strategy Research