December 1, 2016
July 1, 2015
February 19, 2015
December 1, 2014
Davidson Investment Advisors offers a publicly-traded mutual fund for its Multi-Cap Equity investment strategy through Davidson Funds. The Fund is managed using our firm's methodology for this strategy.
Davidson Investment Advisors, Inc. is the investment adviser for Davidson Funds and provides discretionary investment advisory services to the Funds pursuant to an investment advisory agreement between the Advisor and the Trust (the "Advisory Agreement"). The Advisor's corporate headquarters address is Davidson Building, 8 Third Street North, Great Falls, Montana 59401-3155. The Advisor has provided investment advisory services to individuals, banks, pension and profit sharing plans, trusts, estates, foundations and corporations since 1975. As of June 30, 2021, the Advisor managed $2.5 billion in assets. The Advisor has provided investment advisory services to the Funds since their inception. The Advisor is a wholly-owned subsidiary of D.A. Davidson Companies, a financial services holding company.
The Advisor provides the Funds with advice on buying and selling securities. The Advisor also furnishes the Funds with office space and certain administrative services and provides most of the personnel needed by the Funds.