Dedicated to helping clients understand the characteristics associated with many different investment options, we take the time to help clients make informed investment choices.

D.A. Davidson Financial Advisors have access to award-winning research which, along with a wide range of investment choices within our platform, helps us offer clients timely, informed advice. Additionally, D.A. Davidson Financial Advisors have access to a full team of professionals specializing in insurance, trust services, and estate, retirement, and financial planning, which means we have the capacity to develop comprehensive planning for clients designed to meet their long-term financial goals.

Our Core Investment Principles

Diversify your portfolio

By doing so, you can spread your assets across investments that tend to perform well at different times. We can help you build a diversified portfolio of stocks, bonds, cash and other investments. In addition, it is important to spread investments across various sectors of the economy.

Avoid panic selling or trying to “time” the market

Avoid turning what may be temporary market declines into permanent losses. We know that timing the market has proven to be almost impossible. No one can guess when the market will reach the high and low points at which one would ideally want to sell or buy.

Focus on long-term goals

We cannot control short-term volatility in the markets. But we can control our reactions. Try to remember why you began investing in the first place and keep your objectives firmly in mind.

Consolidate assets

Now is a great time to review your entire portfolio, consider r ebalancing it so that you have the appropriate blend of assets, and think about your total financial picture. We can work on this together at any time.