Davidson Investment Advisors provides professional portfolio management to individual and institutional clients. The firm offers direct discretionary relationship accounts, model-based strategies for other investment advisors, and wrap fee programs. Davidson Investment Advisors focuses on four primary investment strategies: Equity Income, Multi-Cap Equity, Intermediate Taxable Fixed Income, and Intermediate Municipal Fixed Income. Portfolios are constructed using stocks, bonds, mutual funds, and exchange-traded funds to achieve diversification. Additionally, Davidson Investment Advisors offers tax-related services such as tax-loss harvesting and tax-aware transition services for taxable accounts. The firm operates as a wholly owned subsidiary of D.A. Davidson Companies, a financial services holding company.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10M+ | 0.50% |
Rates vary by strategy. Equity Income: 0.50%; Multi-Cap Equity: 0.65%; Intermediate Taxable Fixed Income: 0.35%; Intermediate Municipal Fixed Income: 0.25%. Fees for assets above $10 million are negotiable.