R M Davis Inc

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Investment Management, Financial Planners, Financial Planning Consultants

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

46 Years

in Business

Accredited

Business

(207) 774-0022Call Visit WebsiteVisit Website Map & DirectionsDirections24 City CtrPortland, ME 04101 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Portland with Investment Management

South Portland (2 miles)
Peaks Island (5 miles)
Long Island (8 miles)
Westbrook (9 miles)
Falmouth (9 miles)
Cape Elizabeth (11 miles)
Scarborough (12 miles)
Cliff Island (13 miles)
Cumberland Foreside (13 miles)

More Info

General Info

Established in 1978, R. M. Davis Inc. is a wealth management company located in Portland, Maine. The company provides investment counsel and financial planning services to individuals and other organizations. It offers a wide array of services, such as financial advisory services, counseling, trustee services and personal affairs management. R. M. Davis Inc. serves over 1,300 clients. Investment News recognized R. M. Davis Inc. as one of the Top 50 fee-only registered investment advisers ranked by discretionary AUM .

Email

BBB Rating

Extra Phones

Fax: (207) 774-0023

TollFree: (888) 275-6055

Neighborhood

Downtown Portland

AKA

Davis R Inc Investmnt Mgt

Davis, R M, AGT

Other Links

http://www.rmdavis.com

https://www.rmdavis.com/contact-us

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service

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Details

Phone: (207) 774-0022

Address: 24 City Ctr, Portland, ME 04101

Website: http://www.rmdavis.com

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R M Davis Inc

Charitable Giving
Estate Taxes
Tax Services
Income Tax

Investment Management
Meaningful wealth affects many aspects of your life—not just your portfolio. As an R.M. Davis client, you have access to expert advisory services that go well beyond investment management—from retirement, Social Security and Medicare planning to education funding, insurance analysis, trustee services, and more. So you get the experienced counsel you need to confidently navigate risks, enjoy your rewards, and take advantage of opportunities as they arise—all with an extraordinary level of personal service.
Mutual Funds
Our primary investments are in individual securities; however, we use mutual and exchange-traded funds (ETFs) for foreign equity exposure. We conduct ongoing research, evaluation, and due diligence of all mutual funds we use. As we receive no compensation from any mutual funds, the selection process is completely objective.
Wealth Management
True wealth management is about more than where, how and when to invest. At R.M. Davis, we provide value in helping you make decisions that will support your vision for the future—from advising on everything from funding your dream home to crafting a winning exit strategy for your business to establishing a comprehensive estate plan. Which is to say, if it’s part of your vision, we’re here as a resource to help you achieve it.

Accounting Services

Financial Planning
When we started R.M. Davis in 1978, our overarching goal was to offer straightforward answers and uncomplicated solutions to individuals with a connection to Maine needing independent investment counsel and financial planning services—what each of us would want to receive if we had a reasonable amount of wealth and the normal challenges that entails.
Retirement Planning
Asset Management
We will help you simplify the business of your life—not just your finances—as you accumulate, protect, and transition your wealth, or even your business, to the next generation or owner. You can call on R.M. Davis for much more than thoughtful asset management.
College Funding
With the spiraling costs of higher education, funding a college savings plan can be the gift of a lifetime from parents to a child—or grandparents to both a grandchild and his or her parents. We make the complicated process and decisions simple.

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