Our Different Approach

How do we focus on making Reed Davis Investment Group's approach different? Unlike many advisors whose primary concern for your portfolio is diversification, we strongly believe, although diversification is important, that your confidence is paramount. An unseasoned investor may abandon a well diverse portfolio if extreme market volatility occurs, especially the type of bear market we’ve experience in most recent years.

We specialize in retirement income strategies by developing a plan that considers the tax implications on the withdrawals from your portfolio, the diversification of the portfolio, and, again, most importantly, your ability to adhere to the strategy through the rough times in the market. Finding confidence in knowing that experienced and caring professionals are caring for your life savings is our main goal.

With healthcare costs rising, uncertain tax policies, social security at risk, and people living longer, the biggest risk that today’s retirees face is outliving their investments. Within the first thirty minutes of your free consultation, our goal will be to explore retirement income strategies designed to help you work towards enjoying your retirement and focus less on the day-to-day market volatility.

No strategy assures success or guarantees against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not eliminate market risk.