Since 2007, Davis Creative Investing has delivered proven financial management solutions to help clients achieve their lifetime goals. As an independent wealth management firm serving Duluth, GA, and beyond, we provide sound, objective financial management together with the information, expertise, and personal attention you need to develop and implement a practical, long-term investment strategy.
Our research focuses on finding active or passive managers who offer the best prospect of benchmark performance or better in each chosen asset class. Our research process screens for managers with specific talent, not individual companies or stocks. We select and manage managers utilizing no-load mutual funds or ETFs.
Our investment philosophy emphasizes broad portfolio diversification with exposure to a variety of asset classes. We build conservatively-based, personalized portfolios that are designed to help our clients meet long-term goals. Client portfolios are well-diversified by equity management style, market capitalization, global region, and economic sector.