Davies Investment Management

Davies Investment Management is rated 3 out of 5 in the category investment management. Read and write reviews about Davies Investment Management. Integrated Wealth Planning: A financial plan acts as a roadmap to achieve your current and future lifestyle goals, such as, buying a home, saving for your children's education, and traveling during retirement. This financial roadmap will help you set, or redefine a reasonable lifestyle expectation throughout retirement. Building a plan is key to your financial success because it provides the details and directions to build your wealth, reduce debt, and improve savings. Your roadmap takes into account the following comprehensive wealth management solutions: * Retirement planning * Estate planning * Risk management * Tax-efficient strategies * Insurance solutions * Asset allocation * Investment solutions Personalized Investment Solutions: Whether you’re planning for retirement, your child’s education, the succession of your business and other assets, or any other life goal, the right investments are key to achieving your desired outcomes. We provide a customized financial plan, fit to the individual. We draw on our industry Knowledge and expertise – backed with exceptional service and dedication to consistency. We monitor investment progress and gauge the path of advancement of the financial plan using an independent and flexible “Go Anywhere” strategy. Wherever your destination, you can reach it with us as your guide. Qualified Financial Specialists: Our team provides access to unique resources not readily available from a big bank. Our ability to hand select money managers and provide alternative investments offers flexibility and growth potential which differentiates us. We are specialists in many areas of wealth management, and when our clients have a specific need, we leverage the strengths of our talent at Canaccord Genuity. That’s the same approach we use to identify hedge funds, private placements, initial public offerings (IPO’S) and secondary prospectus issues to give a performance advantage to investors who can accept a higher level of risk.