Terms Of Use

R.M. Davis, Inc. (the “Company”) is an SEC-registered investment adviser, with offices in Portland, Maine and Portsmouth, New Hampshire. The Company believes it is in compliance with all current “notice filing” requirements imposed by states upon SEC-registered investment advisers. The Company transacts business only in those states where it is properly “noticed filed” or qualifies for an applicable exemption or exclusion from “notice filing” requirements.

This website is limited to providing general information about the Company and its services, and should not be construed by a client or a prospective client as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation, over the internet. It is solely for informational purposes and is not part of any program or procedure for effecting securities transactions or rendering personalized advice of any kind. The Company only provides advice within the context of its contractual agreements with each client. Investment advice may only be rendered after the delivery of Form ADV Part 2 (which discusses the Company’s business operations, services, and fees) and the execution of an investment advisory agreement by the client and the Company.

As a convenience to you, the Company may include links to third-party websites on its website. The Company makes no representation or warranty, express or implied, as to the reliability, accuracy, suitability or completeness of any information contained on any third-party link on this website.