R M Davis Inc, based out of Portland, ME, is a reputable investment advisory firm catering to the needs of high net worth individuals. With over 1,330 individual clients, the company manages a substantial $5,757,648,000 in assets. Boasting a local presence, R M Davis Inc operates from two offices, ensuring accessibility and personalized service for their clientele. While employer funds management is within their capabilities, 401K and individual accounts represent less than 30% of their impressive assets under management. Notably, the firm exercises full discretion over 100% of the assets they manage, ensuring informed decision-m...