Daviman Financial was founded to bring a higher standard of service to clients through increased education, transparency and evidence-based investing.
We believe that clients deserve unbiased, complete information on both the pros and cons of any financial decision. When given all the facts in context our clients will reach the same conclusions, we do about what is in their best interest. Our clients should never be confused about our recommendations.
We believe in being open about who we are, what we can and can’t do, and how we are compensated. Effective communication is the key to building trust and developing a successful long-term relationship.
We believe that any investment or financial strategy should have significant research to explain its success and a clear rational explanation as to why it should continue into the future. Low expenses and broad diversification exemplify this belief.