2016 Annual Report

It takes vision to build a company from a single office to seven powerful businesses that provide expertise and capabilities to meet our clients’ needs. This report highlights that vision and shares perspectives from our associates — because we know that our capital is human.

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The Strength of Advice

Delivering a breadth of quality financial solutions to individual and institutional investors, companies, and government entities, D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.

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Wealth ManagementBEGIN YOUR TOMORROW, TODAY

Supported by vast resources, our financial advisors have the vision and intellectual capital to help you prepare for the journey ahead.

PerspectivesOUR PERSPECTIVE

We know the strength of advice goes beyond financial advice. Our thought leaders understand you are looking for insights into areas that affect your life. Perspectives – our ideas for your consideration.

INVESTMENT MANAGEMENTSTABLE. TRANSPARENT. ALIGNED.

We provide asset management services for corporations, benefit plans, foundations and trusts by applying a consistent and time-tested approach to portfolio management.

TRUST SERVICES SHAPE YOUR LEGACY

For more than 40 years, D.A. Davidson Trust Company has grown with the families it serves, preserving and protecting legacies for generations.

INVESTMENT BANKINGEXPERIENCE BUILT ON TRUST

While specializing in seven specific industry sectors, relationships are the foundation of what we do. Learn why clients make us the investment bank of choice.

EQUITY CAPITAL MARKETSPERFORMANCE, DELIVERED

Clients look to us for innovative industry conferences, expertise in raising deposits, and quality execution. They stay because we deliver results.

MUNICIPAL INVESTMENT MANAGEMENT HEAVY LIFTING

Year after year we are entrusted to responsibly manage funds that bear the weight of the public, including tax-exempt mutual funds and non-profit institutions.

FIXED INCOME CAPITAL MARKETSLEADING THE NATION

The Fixed Income Capital Markets Group of D.A. Davidson is a national leader in raising capital through fixed income banking, distribution and advisory services.

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Mixed bag: Head of Research explains enigma of #Alibaba results. From @CNBC: http://bit.ly/2qP4nRF #ecommerce

Individuals

D.A. Davidson offers wealth management solutions tailored to meet the needs of individual investors and designed to reach your unique financial goals.

Individuals

Wealth ManagementTrust ServicesInvestment Management

Corporations

Our depth and breadth of services provide a foundation for a broad range of financial solutions to address the complex needs of your corporation.

Corporations

Equity Capital MarketsInvestment BankingFixed Income Capital MarketsInvestment Management

Public Institutions

From fixed income sales and trading to public finance and portfolio management, D.A. Davidson professionals tap decades of knowledge and expertise.

Public Institutions

Fixed Income Capital MarketsMunicipal Investment Management

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