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You may ask yourself, “Do I need a Financial Consultant, Investment Advisor, Broker and/or an Investment Consultant?” How do I get a Financial Consultant? How much does a Financial Advisor or Consultant cost and are they worth the money?
The cost of financial advisors, consultants or investment managers needs to be evaluated and clearly understood. Experience and knowledge of the market is a very important component in selecting a financial consultant. If the investment manager has experience analyzing investment products that may give the client more comfort in the investments that are selected. Communicating cost and returns is important for building a good financial relationship.
Davis Capital Management LLC, an investment management company, has experience working with small to medium size pension plans, profit sharing plans, foundations, individual retirement accounts, trusts, and high net worth individuals.
The management company provides communication with their clients through a newsletter that explains the movement of the market. They adapt a portfolio that moves with the market and meets the needs of individual clients.
Davis Capital Management, an investment management firm, selects a variety of securities based on 25 years of experience in financial analysis and investment management.
Davis Capital Management is a “fee-based” investment management group. Fees are based on the amount of money invested and whether or not prior approval is needed to make a specific investment. Information about Davis Capital Management LLC can be found on their blog site at http://www.investmentmanagementclick.com/grant-davis-of-denver-colorado/financial-consultant