Philosophy

There’s no question about it. The financial world is more complex than ever before. Markets more volatile. Choices more daunting.

Investors can choose from over 30,000 stocks, 6,000 mutual funds and a wealth of other possibilities – all offering varying levels of risk and potential return. Turn on the TV and you’re bombarded with a vast array of “helpful” information. Turn on your computer and the Internet lets you make your purchases in record time.

While making your own financial decisions has never been easy; today’s complex times make it more difficult than ever before. That’s why you may need a skilled professional to help you define your investment objectives, risk preference and time horizon.

Since 1972, Harold Davidson & Associates, Inc. has counseled individuals, families companies, charities and other organizations with a unique approach to investing. Combining investment expertise in both securities and investment real estate, Dr. Davidson has created as well as preserved family wealth for a wide range of private clients, many of whom have been with the firm for decades.

All of our clients receive the kind of financial expertise, personal attention and long-term guidance that’s simply not available from discount brokers, most large financial institutions or online services. We believe that regular, in-person meetings are the best way for you to keep us informed of your changing circumstances, so we can adjust your investments to meet your objectives. And, unlike commission-based brokers who might have a vested interest in specific products, we’re fee-based and objective. Our only objective is in keeping your best interests in mind.