Davidson Trust Company was created to provide Comprehensive Wealth Management solutions for the unique and changing needs of high net worth investors. Today, we manage approximately $1 billion in equity and fixed income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts.
We achieve this by serving client needs through specialized investment counsel and personalized fiduciary services. Davidson Trust Company concentrates exclusively on the coordination of the investment, tax, and fiduciary aspects of wealth management. Our seasoned equity and fixed income investment disciplines provide clients with a conservative, long-term approach to investing in the financial markets.
For over thirty years, we have been able to help our clients meet and exceed their goals and expectations, which in many cases span multiple generations. By thoroughly understanding our client’s circumstances, we are able to implement comprehensive solutions to the complex financial issues that confront them.
Davidson Trust Company is an autonomous subsidiary of Boston Private Financial Holdings, Inc., which is publicly held and trades on the NASDAQ stock exchange. Boston Private Financial Holdings is the parent of operating subsidiaries that offer a broad range of services including financial planning, private banking and investment management.
