SERVICES
INVESTMENT MANAGEMENT
Investment management is a goal-oriented process which demands meticulous attention to your portfolio with the intention of building wealth while balancing risk, return, and time horizon. Strickland Davis has nearly 50 years of combined experience in the investment industry.
FINANCIAL PLANNING
Financial planning requires the definition of your personal goals and is executed by the development of a coordinated and organized strategy for approaching those goals. Strickland Davis financial planning capabilities offer specialized knowledge of how to integrate your finances into a tangible plan, assist with identification of expected as well as unexpected risks and opportunities, and provide progress tracking toward goal achievement.
CORPORATE RETIREMENT PLANS
Corporate retirement plans include employer sponsored defined benefit plans, 401(k) plans, and profit sharing and are best executed with a thoughtful definition of investment strategy and ongoing attention to choices. Strickland Davis designs these plans for small and medium sized businesses, monitors performance, and makes adjustments as necessary, while helping the participants to make sense of their plan options through clear education, practical tools, and one-on-one guidance.
TRUSTED WEALTH MANAGEMENT
Wealth building requires setting goals, prioritizing objectives, and managing risks, with a goal of sustainability across generations.
With over five decades of combined experience across multiple financial disciplines, and the specialized tax knowledge of our partner CPA firm, Strickland Davis is committed to growing and protecting what you worked hard to earn.
