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PORTFOLIO STRESS TEST

QUESTIONS TO ASK YOURSELF:

  • Is your investment portfolio a well-crafted machine moving you toward your goals or are you taking on too much risk for too little return?
  • Is your portfolio suitable for your timeframe?
  • Will your investments survive a market correction?
  • Are your investments diversified?
  • Are you paying more in fees than you get in return?
We can help! Upload your statements securely below or call us to set up a meeting and we will perform a thorough analysis of your investments.
UPLOAD SECURE STATEMENTS HERE

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Davis Capital Management is a fiduciary wealth management firm located in Jacksonville, Florida which is committed to customer service, governed by ethics, and driven by results. Davis Capital Management’s primary objective is to help our client’s meet their financial and retirement goals by providing discretionary account management and custom financial planning.
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4788 HODGES BLVD SUITE 201 JACKSONVILLE, FL 32224 | (904) 223-0510
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