Welcome to Davis Financial Official Site.
About Davis
Davis Advisors is an independent, employee-owned investment management firm founded in 1969. We specialize in equities and provide Mutual Funds, SMAs, ETFs and Variable Accounts. Davis Financial Advisors Group’s certified financial advisors provide values-based financial planning & wealth management services in western Massachusetts.
Our Mission
For over a half century, we’ve helped investors reach their financial dreams of a comfortable retirement, saving for college, buying a home and giving philanthropically.
Our Approach
We seek durable, well-managed businesses at attractive prices and hold them for the long term, to allow the power of compounding to work.
Unrivaled Legacy
Our firm traces its roots to legendary investor Shelby Cullom Davis, a leading financial advisor to governors and presidents, who parlayed an initial investment of $100,000 in the late 1940s into more than $800 million by the end of his career in the early 1990s.
Under Christopher C. Davis, Chairman and Portfolio Manager, Davis Advisors is recognized as a premier investment manager serving individual and institutional investors worldwide.