I Made House Calls (Paperback) (ISBN-13: 9798849179131)

During my 56-year career, I gained a tremendous amount of knowledge about investing and about people who interact with and within the broad investment services market. The first 38 years of my life were all about positioning for the next 42 years. The foundational principles of my company were developed over my career through actual experience. I write this book to share some lessons learned along the entire route, some investment philosophy, and some experiences that one may find interesting, educational, or simply outrageous. I provide some observations and share some knowledge. During my years at R. M. Davis, Inc., I was both nurtured and guided by numerous principles and personal beliefs that I used to help shape the growth and culture of the firm, and to govern my personal conduct. You will become familiar with many of these, as they are reinforced in this book. I believe that most of these principles and beliefs are vital to the success of any organization.

Robert M. Davis is a successful wealth manager who established the first independently owned and operated Registered Investment Advisory firm in Maine. In the subsequent 42 years, R. M. Davis, Inc. has grown to be the largest such firm in Northern New England. Specializing in personalized services to its clients who are predominantly high net worth individuals and their families, investment vehicles include trusts, retirement plans, and basic portfolios. Its services are offered on a "fee only" basis, with no commissions or product sales whatsoever.

Author: Robert M. Davis
ISBN-10: 8849179138
ISBN-13: 9798849179131
Publisher: Independently Published
Language: English
Published: 08/30/2022
Pages: 142
Format: Paperback
Weight: 0.44lbs
Size: 9.00h x 6.00w x 0.30d