Wealth management firm RM Davis has now surpassed USD4 billion in assets under management. Headquartered in Portland, Maine, the firm was founded by Robert M “Mal” Davis in 1978.
“Our strong, steady growth and position as the largest firm in the region are a result of our commitment to holistic wealth management and personalised service instilled by our founder, Mal Davis,” says Geoff Alexander, president of RM Davis. “We’re in the business of building enduring legacies for our clients, and our partnership with them is focused on delivering the disciplined, long-term guidance necessary to reach their goals.”
RM Davis provides investment and wealth management services and support to affluent individuals and families, foundations, and endowments. The firm, which is comprised of 50 employees, espouses a client-first commitment with high-touch personal service, leading in-house research and independent, straightforward advisory.
“This milestone speaks to the quality of our client relationships and the trust we work to maintain and grow each and every day,” says Wendy Laidlaw, chief operating officer. “Our clients know that we are with them, across the kitchen table, providing the assurance and guidance to preserve their wealth so it can have the impact today and tomorrow they desire.”