Davis Investment Group (DIG) offers investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses. DIG creates customized investment strategies based on client goals, risk tolerance, and financial situations, using low-cost, diversified mutual funds and exchange-traded funds (ETFs). DIG may also use individual stocks and bonds. DIG may recommend unaffiliated money managers or investment platforms to manage client portfolios. DIG serves as a fiduciary, committed to acting in the client's best interest.
Fee Structure
Davis Investment Group (DIG) does not charge fees for its investment advisory services. However, clients are responsible for any securities transaction and custody fees charged by the custodian, as well as expenses charged by mutual funds and ETFs. For client accounts implemented through independent managers, the client's overall fees include advisory fees and/or platform fees charged by the independent managers.