Q & A with Davidson Capital Management, Inc.
Q: Who is Davidson Capital Management, Inc.?
A: Davidson Capital Management, Inc. is a family owned and operated Securities and Exchange Commission registered investment adviser established in 1989. Within our firm, the investment professionals have more than 70 years of combined investment management experience. The guiding principles of our firm are:
- Disciplined Investment Philosophy
- Superior Client Service
- Deliver Expert Financial Education
- Total Transparency of Fees and Expenses
Q: How is Davidson Capital Management, Inc. different from a Traditional Stock Broker? / Insurance Agent?
A: Davidson Capital Management, Inc. is a fee based investment adviser who actively manages our clients’ assets, as well as, provide ongoing financial guidance and analysis. We do not sell any financial products or insurance. Traditional stock brokers/insurance agents, are in the business of gathering assets, selling a multitude of financial products, and provide minimal investment advice to their client base. Unfortunately in most situations, the stock broker/insurance agents are not actively managing their clients’ assets. Typically, traditional stock brokers/insurance agents are positioned to be the intermediary between their clients and the financial organization actually managing their clients’ assets. Under this arrangement, the stock broker/insurance agent charge their clients transaction commissions, annual management fees, or a combination of both.
Q: What types of investment services does Davidson Capital Management, Inc. provide?
A: Davidson Capital Management, Inc. provides personalized investment management services for:
- Defined Benefit Plans
- Retirement Plan Rollovers
- Profit Sharing/401(k) Plans
We tailor every portfolio to meet each client’s goals, investment horizon, and risk tolerance. At Davidson Capital Management, Inc. we utilize an extremely disciplined investment approach that has been time tested for over 23 years.
Q: Does Davidson Capital Management, Inc. only manage assets for high net worth clients?
A: No, Davidson Capital Management, Inc. works with clients of all sizes. We believe that every investor deserves high quality asset management and service. That is why we have created three distinctive investment programs for our clients to suit their level of assets we are managing. Our minimum initial investment is $250,000.
Q: How is Davidson Capital Management, Inc. compensated for their services?
A: Davidson Capital Management, Inc. acting as the registered investment adviser receives no compensation from any custodian or commission from any investment transaction. We are solely a fee based investment adviser, which means that we sit on the same side of the table as our clients. Annual fees are based upon assets under management and are capped at 1.00% of total assets.
Q: Are my assets being held at Davidson Capital Management, Inc.?
A: No, clients’ assets are deposited at an independent custodian and are maintained separately from the company. At no time, can client assets be removed without the client’s authority, including the payment of investment management fees.
Q: I’m currently working with a Stock Broker / Insurance Agent, why would I want to switch to Davidson Capital Management, Inc.
A: All of our clients asked themselves that very question at one point in time. Bottom-line, our clients made the change from their traditional stock broker/insurance agent to Davidson Capital Management, Inc. for several reasons.
- Our clients want more consistent returns based on their investment goals.
- Our clients do not want to be the portfolio manager of their assets.
- Our clients demanded a higher quality of service and accountability.
- Our clients wanted lower management fees.
- Our clients did not like being sold to.
- Our clients wanted the expertise that comes from over 70 years of combined financial experience.
Q: How do I get into contact with Davidson Capital Management, Inc.?
A: Davidson Capital Management, Inc. is located at:
5656 S. Staples Suite 370 Corpus Christi, TX. 78411
361-906-0070 Office or 800-275-2162 Toll-free