Our Services

We focus on helping clients understand the varying characteristics associated with different investment types, and how they combine to help clients achieve their financial objectives while striving to manage risk and expenses.

Our personal experience with individual securities, access to equity research and the availability of a large universe of mutual funds and managed products help us provide timely and informed guidance on investments of several types. Combined with the skills of other D.A. Davidson professionals in insurance, estate, retirement, and financial planning, we're able to assist clients in developing a plan that is designed to meet their long-term financial goals. 

Our systematic and orderly process will help you identify and prioritize the issues you face with building wealth, preserving wealth, and spending wealth.  We allocate a lot of time up-front getting to know you, so that together we can develop a customized asset allocation strategy and investment plan.  And then we set up scheduled, timely reviews to make sure your goals haven't changed and that together we stay on track.  We are accessible and responsive to your questions and concerns.