Davidson Capital Management

Davidson Capital Management is a family-owned and operated investment advisory firm established in 1989. Based in San Antonio and Corpus Christi, Texas, we provide comprehensive investment management services to individuals, families, foundations, endowments, and pensions.

**Our Philosophy and Approach

Our mission is to empower clients to achieve their financial goals through personalized investment management. We believe in building long-term relationships with our clients and working collaboratively to create tailored plans that align with their unique financial aspirations. Our approach is driven by:

• Fiduciary responsibility: We are committed to acting in the best interests of our clients and upholding the highest ethical standards.
• Transparency: We provide clear and concise communication about our investment strategy and fees.
• Active management: We actively manage your investments, diversifying your portfolio across multiple asset classes to minimize risk and maximize potential returns.
• Client-centeredness: We prioritize understanding your individual needs and goals to tailor our strategies accordingly.

**Who We Serve

Our diverse clientele includes:

• Individuals and families
• Businesses
• Endowments
• Foundations
• Pension plans and profit-sharing 401(k)s

**Our Services

We offer a comprehensive array of services that include:

• Personal Investment Management: Customized portfolio management tailored to your goals and risk tolerance.
• Strategic Planning: Developing comprehensive financial plans encompassing investment goals, retirement planning, and estate considerations.
• Company-Sponsored Retirement Plans: Managing and optimizing your 401(k) plan for optimal retirement savings and tax efficiency.

**Our Team

Our experienced and dedicated team of financial professionals brings a wealth of knowledge and expertise to our clients. With over 70 years of combined investment management experience, we are confident in our ability to guide you towards achieving your financial goals.