Portland, United States
R.M. Davis, founded in 1978, is a prominent player in the Finance, Financial Services, and Wealth Management industries. Headquartered in the United States, the firm has earned its position as "One of Northern New England's Largest Independent Investment Advisers" with more than $7 billion in assets under management as of the end of 2024.
The company serves a diverse clientele, including families, foundations, and institutions, focusing on long-term partnership over short-term gains. Their offerings include investment management, trust and estate services, financial planning, and personal affairs management, catering comprehensively to varying stages of wealth and life.
The unique selling point of R.M. Davis is its personalized client engagement, often meeting clients in informal settings like their own kitchen tables, exemplifying a commitment to understanding individual clients' hopes and dreams.
Despite its established stature, R.M. Davis remains focused on continuous improvement across its client and community engagements, although there is no record of recent investment rounds.
