Davidson Capital Management, Inc. is a family owned and operated, Securities and Exchange Commission Registered Investment Adviser established in 1989 to provide comprehensive investment management services for individual investors, families, foundations, endowments, pension and profit sharing plans, and 401(k)s.
By utilizing over 70 years of combined investment management experience we create an investment portfolio tailored to each client’s specific investment needs and goals. We believe there are three key foundations to financial success and security for all investors. These key foundations are building of wealth, protection of wealth, and withdrawing of wealth. We feel that it is imperative to educate every client about the importance of these key foundations in order for them to feel secure, focused, and in control of their financial future. Our investment management process focuses on these key foundations to generate long term portfolio success. Each one of our investment programs is tailored to meet the specific investment needs of each client in terms of risk tolerance, risk capacity, expected rate of return, and income requirements, while still focusing on the three key foundations.
We also believe that all investors deserve accountability and respect, along with the opportunity to work with an independent investment adviser. Due to this belief, we have created three distinct investment programs designed to meet the needs of investors of all asset sizes.
If you would like to receive a no obligation portfolio review and analysis from Davidson Capital Management, Inc. please give us a call to set an appointment.
Office: (361) 906-0070 | Toll Free: (800) 275-2162
|John E. Davidson – President, Senior Portfolio Manager
John began his investment career in 1973 as an Account Executive with Bache & Company in Corpus Christi and later with Kidder Peabody in Houston. In 1978 he was hired by Electronic Data Systems to set up an in-house pension fund management organization. Leaving EDS in 1981, John spent the next six years in the Texas bank community as a Vice President/Portfolio Manager at Interfirst Investment Management and Senior Vice President and Senior Trust Investment Officer at First City Bank of Dallas. At First City, John was the Chairman of the Trust Investment Committee, Trust Fee Committee, member of Trust Review Committee and Asset/Liability Committee for the bank’s investment portfolio.
John graduated with a Bachelor of Business Administration Degree from the University of Texas and received his Master of Business Administration Degree from Corpus Christi State University.
|W. Jeffrey Davidson – Vice President, Director of Research/Portfolio Manager
Jeff began his investment career in 1988 as a credit analyst with Norwest Financial Corporation, a national consumer finance company, where he managed credit portfolios in several branches in the Dallas/Ft. Worth area. He was responsible for credit policy, financial analysis, client communications and regulatory compliance for credit portfolios in excess of $50 million. Prior to joining the company, he was a Branch Manager with Norwest Financial Corporation in the Dallas/Ft. Worth area.
Jeff graduated with a Bachelor of Business Administration Degree from the University of North Texas, and received his Master of Business Administration Degree from Texas A&M University-Corpus Christi.
|J. Kyle Davidson – Vice President, Director of Marketing/Portfolio Manager
Kyle began his investment career in 1998 as a Registered Representative with New York Life Insurance Company / NYLIFE Securities Inc. in Corpus Christi, TX.Leaving New York Life in 1999, Kyle spent the next three and a half years with Alliance Capital Management Inc. Holding the position of Associate Wholesaler, he was responsible for sales, analysis, and marketing of all mutual funds and financial products to major wire house firms within the state of Texas. Before leaving Alliance Capital Management Inc., Kyle was responsible for sales and marketing of their institutional 529 program throughout the United States.
From Alliance Capital Management Inc., Kyle joined Automatic Data Processing (ADP) in their Retirement Services division as a District Manager. He was responsible for direct sales and plan design of 401(k) programs to companies throughout the Midwest. Kyle later held the position of Regional Channel Manager, consulting and designing 401(k) programs throughout the United States.
Kyle graduated with a Bachelor of Business Administration Degree from Southwest Texas State University.