Davis Advisors
Financial ServicesNew York, United States51-200 Employees
• An independent, employee-owned investment management firm founded in 1969.
• A time-tested investment discipline offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds.
• Founded more than 50 years ago, our mission has been to serve our shareholders with high integrity.
How We Seek to Compound Long-Term Wealth
• We employ a patient, long-term investment approach.
• We seek to beat the index, not mirror it. True active management, high-conviction and benchmark-agnostic.
• We believe stocks represent ownership interests in businesses and therefore we rigorously research company fundamentals.
• We are highly sensitive to valuation, as price can be critical in generating attractive long-term investment results.
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An investor should consider the investment objectives, risks, charges, and expenses of the Funds carefully before investing. The prospectuses contain this and other information about the Funds. You can obtain a current prospectus calling 800‑279‑0279. Please read the prospectus or summary prospectus carefully before investing or sending money. Investing involves risks including possible loss of principal.
1-888-653-2347 
support@leadiq.com 
