Davis R M Inc.
R.M. Davis, Inc. is an independent, Portland, Maine-based wealth management and investment advisory firm founded in 1978. With around 60 employees, the firm specializes in offering investment management, financial planning, trustee, estate, and tax strategy services to high-net-worth individuals and families, serving over 1,000 clients as of their most recent filings.
Investment Strategy
R.M. Davis employs a personalized, fiduciary-focused approach to wealth management, emphasizing long-term relationships and unbiased financial advice tailored to the unique needs and aspirations of each client. Their strategy integrates investment management with estate and tax planning, trustee services, risk management, and retirement planning. The firm combines disciplined, team-based investment research and planning with a commitment to objectivity, integrity, and building deep client trust over decades.
Top Holdings
Equity Positions (268)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF | 6.37% | $343.4M | 555,825 | $428.24 | $617.85 | +$37.8M |
A AAPL | Apple Inc | 4.33% | $233.4M | 1,137,516 | $29.73 | $205.17 | -$15.8M |
N NVDA | Nvidia Corp | 4.32% | $232.8M | 1,473,215 | $30.26 | $157.99 | +$75.5M |
M MSFT | Microsoft Corp | 4.17% | $224.8M | 451,910 | $148.54 | $497.41 | +$59.1M |
I IJH | iShares Core S&P M/C ETF | 3.68% | $198.7M | 3,203,403 | $49.21 | $62.02 | +$14.3M |