Stable. Transparent. Aligned with Clients.
We offer a number of equity and taxable/tax-exempt fixed income investment strategies, managed by a team of investment professionals whose considerable depth and breadth of experience within the capital markets allows for a truly unique perspective.
We consider ourselves to be investors, not traders, as demonstrated by our low turnover across strategies.
We strive to add value for our clients beyond returns that can be achieved through passive, index-based investing. Our high Active Share and focused portfolios illustrate the conviction we place in our research-based approach.
We seek to achieve favorable risk-adjusted returns through disciplined portfolio management. Integrated throughout our investment process are checks and balances, risk awareness and accountability to the highest levels of the firm.
Established in 1975, Davidson Investment Advisors, an SEC-registered investment advisory firm, serves a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals. As one investment team, Davidson Investment Advisors manages multiple equity and fixed income strategies with a shared culture of risk awareness and responsibility, but explicit accountability for investment decisions — leveraging the benefits of a team without the baggage of a committee.
Our investment team outlines 12 trends to watch for in the coming year.
DIA offers a publicly-traded mutual fund for its Multi-Cap Equity investment strategy through Davidson Funds.