Benjamin F. Edwards, Davies Investment Group
With more than 80 years of collective investment experience, our team is committed to providing our clients with a planning-based approach. We pay close attention to the specific goals and needs of each of our clients, and then design an investment strategy that works to address each objective. Our client service approach is also unique, as we combine our team's knowledge and experience with that of your attorney and accountant to form a highly effective team that works in tandem for your benefit.
To help our clients enjoy their aspirations in life without undue concern about their financial future. It has been our experience that the prudent implementation of an investment process – along with continued education – enables our clients to work toward achieving their goals.
What You Can Expect:
We integrate ourselves into your existing financial network by working with your CPA, attorney, trust officer, and other professionals external to Benjamin F. Edwards & Co. We understand that evaluating the counsel of several individuals is daunting, and therefore we will act as your principal relationship manager, pulling together each of your outside resources. This ensures consistency and that your wealth management strategy corresponds to your financial needs.
We also have access to an internal network of world-class experts. As a team, we will work with you to identify and prioritize your short- and long-term financial needs. As your financial team, we are your advocate, connecting you to the right people.