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DEPARTMENT PROFILE

R.M. Davis, Inc.

Wealth Managers

Spotlight TableMaineHigh Net Worth 2021 View ranking table

Chambers Review

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"If I had to recommend a wealth manager to any of my clients in Maine, R.M. Davis would be right at the top of that list," states an interviewee, adding: "They are exceptionally good. Their client care is second to none, they are attentive and diligent - a pleasure to deal with."

R.M. Davis offers wealthy clients financial planning advice and fiduciary services, and is respected for its investment expertise. "I think they are the most impressive in terms of their analysis of financial markets," remarks a commentator. "They are always thinking outside of the box and come up with great ideas for clients. Their research is fantastic and they are happy to make bold decisions. They are probably my favourite wealth manager in Maine." President and portfolio manager Geoffrey Alexander is singled out by a source who says: "He is wonderful. He is really smart and just really great to work with. He is super accessible. I have everything great to say about him."

Key contact:

Geoffrey Alexander, President and Portfolio Manager

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