Davidson Companies











Corporate Headquarters
Davidson Building
8 Third Street North
Great Falls, MT 59401

San Francisco Branch
220 Montgomery, Suite 1920
San Francisco, CA 94104

Seattle Branch
Columbia Center
701 5th Avenue, Suite 3100
Seattle, WA 98104

Investment Strategies INVESTMENT STRATEGIES

Davidson Investment Advisors maintains a BROAD BASE of investing styles. As with shoes for hiking, business, relaxing or dancing, MULTIPLE STYLES are the best methods of addressing all needs. To meet a wide array of investment objectives, we offer Equity Income, Multi-Cap Core, Small/Mid, Large Cap Growth, Core Fixed Income and Corporate Cash Management.

WHAT MAKES DAVIDSON INVESTMENT ADVISORS BETTER?
Our steady, prudent approach can SUCCESSFULLY GROW CLIENT WEALTH within these styles. Davidson Investment Advisors’ investment strategies have offered excellent long-term performance, based on a PROVEN INVESTMENT PHILOSOPHY guided by a proprietary, research-driven process. With this approach, our assets under management and client growth have increased at a consistent rate.



STRATEGY DESCRIPTIONS
 
Equity
 
Equity Income Strategy
  Investing for income growth, combined with long-term capital appreciation, from dividend-paying common stocks.
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Large Cap Growth Strategy
  Focusing on large, financially strong companies that generate above-average long-term earnings growth.
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Multi-Cap Core
  Provides diversified investment coverage across a wide range of market capitalizations and investment styles with attractive fundamental characteristics.
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Small/Mid
  A focus on small - to mid-sized companies with attractive valuations that provide superior long-term return potential.
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Fixed Income
 
Core Fixed Income Strategy
  Providing capital preservation, current income and total return by investing in government, agency and corporate bonds.
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Corporate Cash Management
  For large investors, focusing on liquidity and preservation of capital, that have short-term investment horizons of three months to three years.
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