Davidson Investment Advisors

Stable. Transparent. Aligned with Clients.

The Strength of Advice®

We provide professional money management services to a variety of individual and institutional clients, taking a long-term, research-based, and risk-aware approach.

We believe diligence makes the difference. We have built our team and portfolios around knowing the investments we hold and the clients we serve deeply, and our concentrated investment offerings reflect the strong convictions reached through our bottom-up diligence process.

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Transparent

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.

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Tailored

We modify client portfolios to reflect their unique risk tolerances, income or tax preferences, and closely-held beliefs.

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Tax-Efficient

We offer additional tax-advantaged trading strategies such as ongoing tax harvesting strategies, proactive tax overlays, and state-biased municipal bond offerings.

Davidson Investment Advisors to Acquire Caprin Asset Management

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A fiduciary, our firm aligns itself with clients by managing highly tailored, transparent, and tax-efficient portfolios. Our deep and experienced investment team also offers a variety of model investment strategies, spanning the equity and fixed income markets.

Meet the talent behind our results.