Investment Director | Professional Dossier
Experience: Michael Davis is the Investment Director of Royal Street Capital Management. He holds a Bachelor of Science degree in Finance from The University of New Orleans and also graduated with his MBA, possessing a Finance concentration, from Tulane University, also in New Orleans, LA. His previous investment experience began in 1997, and includes obtaining Series 7 and 66 registrations as well as managing individual and business accounts. He recently obtained his Series 24 registration. All of these registrations are currently held with LPL Financial.
Focus: Michael utilizes the resources of LPL Financial to offer investment recommendations involving investment portfolios that are suitable for a client’s particular risk tolerance and time horizon. For clients who have an appetite for owning individual equities, Michael also personally manages a stock portfolio which typically holds between 20 to 25 positions. For clients with additional planning concerns, Michael utilizes the resources at LPL Financial to assist clients with concerns ranging from Financial Planning, Trusts, Insurance, Banking Services, to Income Tax and Estate Tax minimization, along with general wealth accumulation.
Approach: Michael believes in a thorough investment process: First, determine a client’s goals and objectives. Second, evaluate the client’s needs, concerns and risk tolerances. Third, develop a long-term portfolio strategy using appropriate investment vehicles consistent with the client’s risk. Fourth, implement a plan designed to pursue those goals. Fifth, provide an exemplary level of service in maintaining and updating the plan when necessary.
Consistency: Michael maintains excellent client relationships through providing consistent communication with timely phone calls and emails. He also meets with clients on a regular basis to review current accounts and circumstances and to discuss any new circumstances that may have arisen that need to be considered as part of the continued maintenance of client accounts.