Institutional Fixed Income Sales
Broker Dealer

D.A. Davidson’s Fixed Income Strategy Group provides comprehensive investment solutions to institutional portfolio managers, finance directors and corporate treasurers who manage U.S. Treasury and Agency Securities. We specialize in developing and implementing customized investment strategies and investment policies for specific investment objectives. Since 1977, the group has been committed to an investment discipline that helps to enhance earnings while preserving principal. We focus on empowering cash managers with the investment tools to meet their objectives in a manner that is both cost — and time — effective.

Solutions and Services
  • Design cash enhancement investment strategies
  • Unique broker/client partnership
  • Utilize benchmarks to enhance return and manage risk
  • Competitive provider of Treasury, Agency and Money Market securities
  • Investment reporting
  • Portfolio analytics
  • Asset allocation guidance
  • Dedicated investment program designed to meet draw schedule

    Mission Statement



Deanne Woodring
Managing Director, Portfolio Manager

Dave Westcott
Managing Director, Portfolio Manager

Sally Walton
Vice President, Portfolio Manager

Whitney Zuercher
Operations/Administrative Assistant


Contact Information
5550 SW Macadam Ave. Ste 110 
Portland, Oregon 97239 
Direct: (503)-243-7770 
Toll-Free:   (866)-999-2374 
Email: FIStrategy@dadco.com