The Strength of Professional Investment Management
Davidson Investment Advisors is the professional asset management arm of D.A. Davidson Companies and operates as a wholly-owned subsidiary. An SEC-registered investment advisor, Davidson Investment Advisors has provided asset management services for corporations, employee benefit plans, foundations, individuals, and trusts since its inception in 1975. We best serve our clients by applying a consistent, repeatable, and time-tested approach to portfolio management with a particular focus on the application of independent thought within the context of a team orientation.
Financial professionals seeking investment solutions and insights for their clients.
Individuals seeking financial advice, wealth and estate planning expertise, and professional money management services.
Foundations, endowments, charitable trusts, and corporations seeking investment management services and insights.
Our separately-managed portfolios allow clients to see the individual investments in their accounts, enabling easier tracking of income, performance, and capital gains or losses.
We offer additional tax-advantaged trading strategies such as ongoing tax harvesting strategies, proactive tax overlays, and state-biased municipal bond offerings.