Working with Individual Investors

Davidson Investment Advisors specializes in building custom solutions for clients seeking to align their personal finances with the lives they seek to live. Since 1975, our team has worked with individual clients to assess, build, and manage investment portfolios reflective of their financial, family, and philanthropic goals.

We recognize that no two clients are the same, and we have structured our team and offerings to tailor each client’s experience so that you can focus on what matters most.

How We Manage the Strategy

Low Duration and Investment Grade

  • Emphasis on the short portion of the yield curve
  • Maturities generally range from
    1-4 years
  • Issues rated from AAA to BBB- by major ratings agencies

Actively Manage Term Structure and Credit Allocation

  • Protect principal value, pursue incremental return
  • Monitor, anticipate, and respond to macroeconomic changes
  • Seek opportunities at sector/security levels

Knowledge and Discipline Preserves Wealth

  • Bottom-up, fundamental
    credit analysis
  • "Multi-asset perspective" benefits
  • Scenario analysis informs
    strategy action

Insight

Trends 2024

Davidson Investment Advisors provides insight into exciting, disruptive or otherwise new development...

Perspective & Commentary

  • Exploring the Risks of Top-Heavy Markets

    Concentration has become a defining feature of today's financial markets, with just a handful of companies surging in both value and influence, propelling the market to all-time highs.
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  • Now Might Be the Time to Extend Duration on Cash Holdings

    Generally, risk is thought of in terms of volatility or the possibility of loss. However, we often remind ourselves that opportunity cost is another potential hinderance to long-term investment result...
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  • Q3 2024 Commentary

    In Like a Bear, Out Like a Bull – Equity markets open the third quarter on a severe losing streak but finished at, or near, all-time highs.
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  • Q2 2024 Commentary

    The narrow, technology-driven market rally continues ... but a market where few gain and most tread water - or begin to sink - is less than ideal.
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  • Q1 2024 Commentary

    Despite higher interest rates, the economy and labor markets are doing better than most economists anticipated.
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