Individually Managed Account
For investors with at least $500,000 in assets within a single account, Davidson Capital Management will select individual securities to create a custom portfolio. The securities selected may be all stocks, all bonds, or a mixture of both stocks and bonds based on the investor’s risk tolerance, risk capacity, and overall investment objective.
Asset Builder Account
For investors with at least $250,000 but less than $500,000 in assets within a single account or a combination of multiple accounts, Davidson Capital Management will select and actively manage a portfolio of no load mutual funds that adheres to the investor’s risk tolerance, risk capacity, and overall investment objective.
Horizon Income Assured Account
For investors with at least $100,000 in assets within a single account, Davidson Capital Management will create a portfolio consisting of United States Treasury Bills, Notes and Bonds with money market funds used for cash investments. This account is designed for the preservation of principal while producing maximum monthly income.