PORTLAND, Maine--(BUSINESS WIRE)--R. M. Davis, Northern New England’s largest private wealth management firm, announced that the firm’s assets under management have surpassed $4 billion. Headquartered in Portland, Maine and founded by Robert M. “Mal” Davis in 1978, the firm maintains its position as the largest private wealth management firm in Northern New England (Maine, New Hampshire and Vermont).
“Our strong, steady growth and position as the largest firm in the region are a result of our commitment to holistic wealth management and personalized service instilled by our founder, Mal Davis,” said Geoff Alexander, president of R. M. Davis. “We’re in the business of building enduring legacies for our clients, and our partnership with them is focused on delivering the disciplined, long-term guidance necessary to reach their goals.”
R. M. Davis provides investment and wealth management services and support to affluent individuals and families, foundations, and endowments. The firm, which is comprised of 50 employees, espouses a client-first commitment with high-touch personal service, leading in-house research and independent, straightforward advisory.
“This milestone speaks to the quality of our client relationships and the trust we work to maintain and grow each and every day,” said Wendy Laidlaw, chief operating officer. “Our clients know that we are with them, across the kitchen table, providing the assurance and guidance to preserve their wealth so it can have the impact today and tomorrow they desire.”
About R. M. Davis
R. M. Davis is a nationally recognized wealth management firm with offices in Portland, Maine and Portsmouth, New Hampshire. Generations of investors have turned to R. M. Davis for investment and wealth management, financial planning, trust management, and personal finance needs. The R. M. Davis team simplifies clients’ lives through an integrated, problem-solving approach to the accumulation, protection, and transition of their wealth. Founded in 1978, the independent, privately held firm has more than $4 billion in assets under management. Learn more at www.rmdavis.com.