Davis Investment Partners, LLC

Davis Investment Partners LLC is a registered investment advisor established in January 2022 by James L. Davis and Victor J. Davis. The firm offers advisory services to individuals, high net worth individuals, families, trusts, estates, and small businesses. As a fiduciary, the firm upholds a duty of loyalty, fairness, and good faith towards each client. Davis Investment Partners provides customized wealth management solutions, including discretionary wealth management and related advisory services. The firm primarily utilizes fundamental and technical analysis methods in developing investment strategies. Investment portfolios typically consist of individual equities, ETFs, individual bonds, and mutual funds. The firm's investment approach is primarily long-term focused, but positions may be bought, sold, or re-allocated as needed. Davis Investment Partners does not charge performance-based fees and does not manage proprietary investment funds. The firm generally requires a minimum relationship size of $500,000. Clients may request more current information on the firm's $338,113,057 assets under management by contacting the advisor. The firm's fee structure for wealth management services ranges from 0.50% to 1.50% annually based on various factors. Clients may incur certain fees or charges imposed by third parties, and the firm does not participate in soft dollar programs. Davis Investment Partners does not receive compensation for sales of securities but may earn commissions from insurance products. The firm does not accept proxy-voting responsibility for clients. Clients have the right to limit the sharing of their personal information. The firm maintains physical, procedural, and electronic security measures to protect client information and may share information with non-affiliated third parties for servicing clients' accounts. The firm's Privacy Policy is reviewed annually, and clients will be provided with any revised policies if changes materially alter the previous policy. Clients can contact the firm for a copy of the current Privacy Policy or with any questions or concerns.