Davidson Capital Management

Davidson Capital Management

  • 20 N Waterloo Rd
  • Devon, Pennsylvania
  • 19333
  • Phone: (610) 687-4855
  • Fax: (610) 687-4855
  • Website

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Description

Davidson Trust Company was created to provide Comprehensive Wealth Management solutions for the unique and changing needs of high net worth investors. Today, we manage approximately $1 billion in equity and fixed income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts. We achieve this by serving client needs through specialized investment counsel and personalized fiduciary services. Davidson Trust Company concentrates exclusively on the coordination of the investment, tax, and fiduciary aspects of wealth management. Our seasoned equity and fixed income investment disciplines provide clients with a conservative, long-term approach to investing in the financial markets. For over thirty years, we have been able to help our clients meet and exceed their goals and expectations, which in many cases span multiple generations. By thoroughly understanding our client

Fact sheet

Number of employees
30-49

Company contacts

  • James M Davidson
  • Manager

Products & services

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