Individually Managed Account
For investors with at least $1,000,000 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 stocks, bonds, ETFs, and no load mutual funds 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 $1,000,000 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.