Company Information

Get to know Davis Advisors

Founded in 1969, Davis Advisors is a distinguished investment management firm with a long-standing history. As an independent, employee-owned company, it specializes in managing a range of investment vehicles, including mutual funds, exchange-traded funds (ETFs), and separately managed accounts. The firm is known for its research-intensive, long-term, and value-oriented investment philosophy, focusing on identifying durable, well-managed businesses at attractive prices. Their mission is to serve their clients by providing superior long-term investment results, excellent service, and clear communication.

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Davis Advisors

United States

Founded in

1969 (57 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(77 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.