Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.  R. M. Davis embraces this mindset.  We take pride in helping our clients build enduring legacies since our founding in 1978.

Today, with more than $4 billion in assets under management, we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm.  We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages.  We offer investment management, trust and estate services, financial planning, and personal affairs management.

The R.M. Davis experience is different.  When it comes to our clients'​ wealth, we are their first call.  We know their hopes, dreams and fears -- and provide guidance along the journey of life.  We're just as likely to meet with clients around their kitchen table as we are in a conference room.  

We continuously strive for better.  We want to be better colleagues, better partners to our clients, and and better members of our community.

Come visit us in our Portland or Portsmouth offices.  Or better yet, let's meet at your kitchen table.  Call us today to learn more.

~R.M. Davis does not accept endorsements, testimonials, or recommendations.~

Investment Management

R.M. Davis

Geoffrey Alexander

Caleb Dubois

William W. Myrick

Susan Gallant

Diana Bourque

Gregory Cox

Caitlin Damon

Katie Ketner

Karen Milliken

Dean Walker

Jill Richardson

Cathy Girr

Tim Acquaviva

Michael P. Wood

Drew Blaney

The Portfolio Management team at R.M. Davis is dedicated to delivering tailored investment strategies that align with the long-term goals of families, foundations, and institutions. This team of experienced professionals conducts in-depth market analysis, monitors asset performance, and adjusts portfolios to optimize returns while managing risk. By fostering deep relationships with clients, the team ensures that every investment decision reflects the unique values and aspirations of those they serve.

Portfolio Management

Finance and Wealth Management

Leadership Team

Portfolio Management

About

Team members

Other teams at R.M. Davis

Finance and Wealth Management

Leadership Team